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 | $296,365 | $148,534+99.5% | $135,903+118.1% | $139,434+112.5% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 9.55% | 79.19%-69.6pp | 68.23%-58.7pp | 372.94%-363.4pp |
| Employer contribution / active EE | $16,764 | $5,243+219.7% | $4,856+245.2% | $4,751+252.9% |
| Participant deferral / active EE | $8,560 | $8,100+5.7% | $7,758+10.3% | $6,710+27.6% |
| Admin fee / account holder | $136,637 | $12,400+1001.9% | $10,762+1169.6% | $11,403+1098.3% |