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 | $272,401 | $202,318+34.6% | $172,739+57.7% | $152,861+78.2% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.4%+10.4pp |
| Annual return | 6.24% | 1029.65%-1023.4pp | 802.84%-796.6pp | 345.32%-339.1pp |
| Employer contribution / active EE | $1,976 | $5,856-66.3% | $5,143-61.6% | $4,762-58.5% |
| Participant deferral / active EE | $3,319 | $5,948-44.2% | $5,198-36.1% | $5,850-43.3% |
| Admin fee / account holder | $6,813 | $17,109-60.2% | $13,954-51.2% | $11,596-41.3% |