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 | $378,691 | $148,534+155.0% | $135,903+178.6% | $139,434+171.6% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+11.0pp | 80.3%+12.5pp |
| Annual return | 7.87% | 79.19%-71.3pp | 68.23%-60.4pp | 372.94%-365.1pp |
| Employer contribution / active EE | $3,776 | $5,243-28.0% | $4,856-22.3% | $4,751-20.5% |
| Participant deferral / active EE | $2,709 | $8,100-66.6% | $7,758-65.1% | $6,710-59.6% |
| Admin fee / account holder | $48,206 | $12,400+288.8% | $10,762+347.9% | $11,403+322.8% |