See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $296,996 | $171,865+72.8% | $149,718+98.4% | $147,584+101.2% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 8.11% | 2113.22%-2105.1pp | 1501.63%-1493.5pp | 578.55%-570.4pp |
| Employer contribution / active EE | $5,528 | $6,275-11.9% | $5,445+1.5% | $4,876+13.4% |
| Participant deferral / active EE | $9,053 | $7,271+24.5% | $6,569+37.8% | $5,439+66.5% |
| Admin fee / account holder | $257,199 | $13,799+1763.8% | $11,283+2179.6% | $10,885+2262.8% |