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 | $532,272 | $165,335+221.9% | $149,696+255.6% | $158,922+234.9% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 2.59% | 348.15%-345.6pp | 276.60%-274.0pp | 302.83%-300.2pp |
| Employer contribution / active EE | $6,022 | $5,103+18.0% | $4,644+29.7% | $4,761+26.5% |
| Participant deferral / active EE | $9,580 | $7,181+33.4% | $6,842+40.0% | $5,982+60.1% |
| Admin fee / account holder | $15,277 | $10,807+41.4% | $9,309+64.1% | $11,246+35.9% |