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 | $409,098 | $175,202+133.5% | $149,673+173.3% | $139,434+193.4% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 4.80% | 166.71%-161.9pp | 134.42%-129.6pp | 372.94%-368.1pp |
| Employer contribution / active EE | $1,953 | $5,474-64.3% | $4,818-59.5% | $4,751-58.9% |
| Participant deferral / active EE | $7,496 | $6,519+15.0% | $5,680+32.0% | $6,710+11.7% |
| Admin fee / account holder | $2,273 | $16,150-85.9% | $13,210-82.8% | $11,403-80.1% |