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 | $329,361 | $198,466+66.0% | $170,442+93.2% | $147,584+123.2% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 7.42% | 257.29%-249.9pp | 205.93%-198.5pp | 578.55%-571.1pp |
| Employer contribution / active EE | $3,968 | $6,184-35.8% | $5,433-27.0% | $4,876-18.6% |
| Participant deferral / active EE | $11,319 | $5,629+101.1% | $4,939+129.1% | $5,439+108.1% |
| Admin fee / account holder | $15,469 | $16,852-8.2% | $13,880+11.4% | $10,885+42.1% |