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 | $301,335 | $159,602+88.8% | $150,045+100.8% | $142,382+111.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 6.20% | 70.24%-64.0pp | 62.55%-56.3pp | 217.08%-210.9pp |
| Employer contribution / active EE | $6,675 | $4,961+34.6% | $4,693+42.2% | $4,299+55.3% |
| Participant deferral / active EE | $13,010 | $8,310+56.6% | $7,997+62.7% | $6,507+99.9% |
| Admin fee / account holder | $2,894 | $14,846-80.5% | $13,435-78.5% | $12,624-77.1% |