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 | $350,691 | $202,318+73.3% | $172,739+103.0% | $152,861+129.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 3.79% | 1029.65%-1025.9pp | 802.84%-799.0pp | 345.32%-341.5pp |
| Employer contribution / active EE | $2,731 | $5,856-53.4% | $5,143-46.9% | $4,762-42.6% |
| Participant deferral / active EE | $5,463 | $5,948-8.2% | $5,198+5.1% | $5,850-6.6% |
| Admin fee / account holder | $5,284 | $17,109-69.1% | $13,954-62.1% | $11,596-54.4% |