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 | $298,505 | $209,411+42.5% | $178,490+67.2% | $158,922+87.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.99% | 188.75%-186.8pp | 151.07%-149.1pp | 302.83%-300.8pp |
| Employer contribution / active EE | $8,612 | $5,706+50.9% | $5,011+71.9% | $4,761+80.9% |
| Participant deferral / active EE | $7,272 | $5,954+22.1% | $5,202+39.8% | $5,982+21.6% |
| Admin fee / account holder | $5,523 | $17,074-67.7% | $13,984-60.5% | $11,246-50.9% |