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 | $367,051 | $209,411+75.3% | $178,490+105.6% | $158,922+131.0% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 3.06% | 188.75%-185.7pp | 151.07%-148.0pp | 302.83%-299.8pp |
| Employer contribution / active EE | $7,740 | $5,706+35.6% | $5,011+54.5% | $4,761+62.6% |
| Participant deferral / active EE | $8,599 | $5,954+44.4% | $5,202+65.3% | $5,982+43.7% |
| Admin fee / account holder | $48,229 | $17,074+182.5% | $13,984+244.9% | $11,246+328.9% |