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 | $266,179 | $185,822+43.2% | $169,993+56.6% | $139,434+90.9% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 5.33% | 60.50%-55.2pp | 53.37%-48.0pp | 372.94%-367.6pp |
| Employer contribution / active EE | $6,800 | $7,590-10.4% | $6,785+0.2% | $4,751+43.1% |
| Participant deferral / active EE | $12,583 | $11,622+8.3% | $10,408+20.9% | $6,710+87.5% |
| Admin fee / account holder | $89,038 | $15,381+478.9% | $12,815+594.8% | $11,403+680.9% |