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 5-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 | $250,097 | $209,411+19.4% | $178,490+40.1% | $158,922+57.4% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 5.53% | 188.75%-183.2pp | 151.07%-145.5pp | 302.83%-297.3pp |
| Employer contribution / active EE | $5,952 | $5,706+4.3% | $5,011+18.8% | $4,761+25.0% |
| Participant deferral / active EE | $12,544 | $5,954+110.7% | $5,202+141.2% | $5,982+109.7% |
| Admin fee / account holder | $728 | $17,074-95.7% | $13,984-94.8% | $11,246-93.5% |