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 | $323,281 | $175,202+84.5% | $149,673+116.0% | $139,434+131.9% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 7.15% | 166.71%-159.6pp | 134.42%-127.3pp | 372.94%-365.8pp |
| Employer contribution / active EE | $9,759 | $5,474+78.3% | $4,818+102.6% | $4,751+105.4% |
| Participant deferral / active EE | $5,000 | $6,519-23.3% | $5,680-12.0% | $6,710-25.5% |
| Admin fee / account holder | $9,511 | $16,150-41.1% | $13,210-28.0% | $11,403-16.6% |