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 | $359,280 | $176,812+103.2% | $146,665+145.0% | $167,490+114.5% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 7.24% | 24.03%-16.8pp | 22.74%-15.5pp | 478.56%-471.3pp |
| Employer contribution / active EE | $2,916 | $5,160-43.5% | $4,136-29.5% | $4,837-39.7% |
| Participant deferral / active EE | $6,253 | $6,440-2.9% | $5,506+13.6% | $6,341-1.4% |
| Admin fee / account holder | $15,287 | $13,259+15.3% | $10,280+48.7% | $12,309+24.2% |