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 | $371,420 | $217,402+70.8% | $185,823+99.9% | $167,490+121.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.89% | 148.36%-140.5pp | 122.05%-114.2pp | 478.56%-470.7pp |
| Employer contribution / active EE | $5,914 | $5,873+0.7% | $5,167+14.5% | $4,837+22.3% |
| Participant deferral / active EE | $5,898 | $6,356-7.2% | $5,568+5.9% | $6,341-7.0% |
| Admin fee / account holder | $15,445 | $19,811-22.0% | $16,237-4.9% | $12,309+25.5% |