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 | $506,572 | $159,602+217.4% | $150,045+237.6% | $142,382+255.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 9.90% | 70.24%-60.3pp | 62.55%-52.6pp | 217.08%-207.2pp |
| Employer contribution / active EE | $3,206 | $4,961-35.4% | $4,693-31.7% | $4,299-25.4% |
| Participant deferral / active EE | $12,021 | $8,310+44.7% | $7,997+50.3% | $6,507+84.7% |
| Admin fee / account holder | $1,244 | $14,846-91.6% | $13,435-90.7% | $12,624-90.1% |