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 | $251,930 | $202,432+24.5% | $169,368+48.7% | $139,434+80.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.45% | 531.74%-524.3pp | 405.60%-398.2pp | 372.94%-365.5pp |
| Employer contribution / active EE | $1,067 | $4,692-77.3% | $4,013-73.4% | $4,751-77.5% |
| Participant deferral / active EE | $3,469 | $6,938-50.0% | $6,221-44.2% | $6,710-48.3% |
| Admin fee / account holder | $7,642 | $10,708-28.6% | $9,003-15.1% | $11,403-33.0% |