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 | $312,445 | $175,202+78.3% | $149,673+108.8% | $139,434+124.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.77% | 166.71%-159.9pp | 134.42%-127.6pp | 372.94%-366.2pp |
| Employer contribution / active EE | $3,312 | $5,474-39.5% | $4,818-31.3% | $4,751-30.3% |
| Participant deferral / active EE | $3,085 | $6,519-52.7% | $5,680-45.7% | $6,710-54.0% |
| Admin fee / account holder | $17,585 | $16,150+8.9% | $13,210+33.1% | $11,403+54.2% |