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 | $397,370 | $159,602+149.0% | $150,045+164.8% | $142,382+179.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 4.83% | 70.24%-65.4pp | 62.55%-57.7pp | 217.08%-212.2pp |
| Employer contribution / active EE | $1,813 | $4,961-63.5% | $4,693-61.4% | $4,299-57.8% |
| Participant deferral / active EE | $12,750 | $8,310+53.4% | $7,997+59.4% | $6,507+95.9% |
| Admin fee / account holder | $10,315 | $14,846-30.5% | $13,435-23.2% | $12,624-18.3% |