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 | $254,268 | $209,411+21.4% | $178,490+42.5% | $158,922+60.0% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 3.10% | 188.75%-185.7pp | 151.07%-148.0pp | 302.83%-299.7pp |
| Employer contribution / active EE | $2,632 | $5,706-53.9% | $5,011-47.5% | $4,761-44.7% |
| Participant deferral / active EE | $3,420 | $5,954-42.6% | $5,202-34.2% | $5,982-42.8% |
| Admin fee / account holder | $4,253 | $17,074-75.1% | $13,984-69.6% | $11,246-62.2% |