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 | $346,426 | $107,334+222.8% | $92,893+272.9% | $152,861+126.6% |
| Participation rate | 81.0% | 79.8%+1.2pp | 76.0%+4.9pp | 82.4%-1.5pp |
| Annual return | 5.67% | 145.58%-139.9pp | 109.41%-103.7pp | 345.32%-339.6pp |
| Employer contribution / active EE | $1,982 | $4,221-53.0% | $3,653-45.7% | $4,762-58.4% |
| Participant deferral / active EE | $6,619 | $4,845+36.6% | $4,236+56.2% | $5,850+13.1% |
| Admin fee / account holder | $4,381 | $7,079-38.1% | $5,794-24.4% | $11,596-62.2% |