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 | $311,120 | $159,602+94.9% | $150,045+107.4% | $142,382+118.5% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 6.01% | 70.24%-64.2pp | 62.55%-56.5pp | 217.08%-211.1pp |
| Employer contribution / active EE | $6,496 | $4,961+31.0% | $4,693+38.4% | $4,299+51.1% |
| Participant deferral / active EE | $9,399 | $8,310+13.1% | $7,997+17.5% | $6,507+44.4% |
| Admin fee / account holder | $135,454 | $14,846+812.4% | $13,435+908.2% | $12,624+973.0% |