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 | $321,755 | $154,228+108.6% | $145,433+121.2% | $137,256+134.4% |
| Participation rate | 93.3% | 83.8%+9.5pp | 82.1%+11.2pp | 80.0%+13.4pp |
| Annual return | 11.28% | 74.59%-63.3pp | 66.58%-55.3pp | 220.34%-209.1pp |
| Employer contribution / active EE | $7,794 | $4,804+62.2% | $4,554+71.1% | $4,156+87.5% |
| Participant deferral / active EE | $13,321 | $8,216+62.1% | $7,897+68.7% | $6,407+107.9% |
| Admin fee / account holder | $55,897 | $14,344+289.7% | $13,129+325.8% | $12,270+355.6% |