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 | $431,429 | $71,829+500.6% | $69,780+518.3% | $142,382+203.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 13.47% | 31.01%-17.5pp | 26.31%-12.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $10,360 | $4,385+136.3% | $4,168+148.6% | $4,299+141.0% |
| Participant deferral / active EE | $15,240 | $6,819+123.5% | $6,164+147.2% | $6,507+134.2% |
| Admin fee / account holder | $5,702 | $7,818-27.1% | $7,285-21.7% | $12,624-54.8% |