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 | $356,343 | $177,572+100.7% | $154,803+130.2% | $142,382+150.3% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 8.92% | 65.07%-56.1pp | 58.88%-50.0pp | 217.08%-208.2pp |
| Employer contribution / active EE | $12,961 | $4,810+169.4% | $4,305+201.0% | $4,299+201.5% |
| Participant deferral / active EE | $6,507 | $6,272+3.8% | $5,540+17.5% | $6,5070% |
| Admin fee / account holder | $247,957 | $16,786+1377.2% | $14,329+1630.4% | $12,624+1864.2% |