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 | $312,791 | $114,381+173.5% | $107,525+190.9% | $142,382+119.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 9.51% | 242.71%-233.2pp | 181.32%-171.8pp | 217.08%-207.6pp |
| Employer contribution / active EE | $7,481 | $4,015+86.3% | $3,754+99.3% | $4,299+74.0% |
| Participant deferral / active EE | $3,029 | $5,564-45.6% | $5,116-40.8% | $6,507-53.5% |
| Admin fee / account holder | $1,440 | $9,860-85.4% | $8,919-83.9% | $12,624-88.6% |