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 | $402,313 | $176,056+128.5% | $159,436+152.3% | $167,490+140.2% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 9.46% | 331.75%-322.3pp | 263.57%-254.1pp | 478.56%-469.1pp |
| Employer contribution / active EE | $1,020 | $5,297-80.7% | $4,829-78.9% | $4,837-78.9% |
| Participant deferral / active EE | $7,110 | $7,750-8.3% | $7,352-3.3% | $6,341+12.1% |
| Admin fee / account holder | $778 | $12,554-93.8% | $10,799-92.8% | $12,309-93.7% |