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 | $255,826 | $176,056+45.3% | $159,436+60.5% | $167,490+52.7% |
| Participation rate | 91.7% | 84.9%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 6.55% | 331.75%-325.2pp | 263.57%-257.0pp | 478.56%-472.0pp |
| Employer contribution / active EE | $1,279 | $5,297-75.8% | $4,829-73.5% | $4,837-73.6% |
| Participant deferral / active EE | $12,792 | $7,750+65.1% | $7,352+74.0% | $6,341+101.7% |
| Admin fee / account holder | $904 | $12,554-92.8% | $10,799-91.6% | $12,309-92.7% |