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 | $399,742 | $157,256+154.2% | $141,162+183.2% | $152,861+161.5% |
| Participation rate | 78.6% | 84.8%-6.2pp | 82.5%-3.9pp | 82.4%-3.9pp |
| Annual return | 12.29% | 64.32%-52.0pp | 71.39%-59.1pp | 345.32%-333.0pp |
| Employer contribution / active EE | $5,357 | $5,261+1.8% | $4,735+13.1% | $4,762+12.5% |
| Participant deferral / active EE | $4,601 | $7,109-35.3% | $6,709-31.4% | $5,850-21.4% |
| Admin fee / account holder | $9,977 | $12,120-17.7% | $10,261-2.8% | $11,596-14.0% |