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 | $465,267 | $148,534+213.2% | $135,903+242.4% | $139,434+233.7% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 11.71% | 79.19%-67.5pp | 68.23%-56.5pp | 372.94%-361.2pp |
| Employer contribution / active EE | $4,618 | $5,243-11.9% | $4,856-4.9% | $4,751-2.8% |
| Participant deferral / active EE | $9,634 | $8,100+18.9% | $7,758+24.2% | $6,710+43.6% |
| Admin fee / account holder | $8,323 | $12,400-32.9% | $10,762-22.7% | $11,403-27.0% |