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 | $326,804 | $171,865+90.2% | $149,718+118.3% | $147,584+121.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 8.03% | 2113.22%-2105.2pp | 1501.63%-1493.6pp | 578.55%-570.5pp |
| Employer contribution / active EE | $18,370 | $6,275+192.7% | $5,445+237.4% | $4,876+276.7% |
| Participant deferral / active EE | $12,780 | $7,271+75.8% | $6,569+94.6% | $5,439+135.0% |
| Admin fee / account holder | $729 | $13,799-94.7% | $11,283-93.5% | $10,885-93.3% |