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 | $352,092 | $148,534+137.0% | $135,903+159.1% | $139,434+152.5% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 9.17% | 79.19%-70.0pp | 68.23%-59.1pp | 372.94%-363.8pp |
| Employer contribution / active EE | $1,548 | $5,243-70.5% | $4,856-68.1% | $4,751-67.4% |
| Participant deferral / active EE | $15,483 | $8,100+91.1% | $7,758+99.6% | $6,710+130.7% |
| Admin fee / account holder | $6,854 | $12,400-44.7% | $10,762-36.3% | $11,403-39.9% |