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 | $308,844 | $175,202+76.3% | $149,673+106.3% | $139,434+121.5% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 7.25% | 166.71%-159.5pp | 134.42%-127.2pp | 372.94%-365.7pp |
| Employer contribution / active EE | $2,255 | $5,474-58.8% | $4,818-53.2% | $4,751-52.5% |
| Participant deferral / active EE | $5,674 | $6,519-13.0% | $5,680-0.1% | $6,710-15.4% |
| Admin fee / account holder | $10,046 | $16,150-37.8% | $13,210-24.0% | $11,403-11.9% |