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 | $425,352 | $198,466+114.3% | $170,442+149.6% | $147,584+188.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.77% | 257.29%-250.5pp | 205.93%-199.2pp | 578.55%-571.8pp |
| Employer contribution / active EE | $8,608 | $6,184+39.2% | $5,433+58.4% | $4,876+76.5% |
| Participant deferral / active EE | $6,288 | $5,629+11.7% | $4,939+27.3% | $5,439+15.6% |
| Admin fee / account holder | $25,969 | $16,852+54.1% | $13,880+87.1% | $10,885+138.6% |