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 | $477,019 | $176,056+170.9% | $159,436+199.2% | $167,490+184.8% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 9.80% | 331.75%-321.9pp | 263.57%-253.8pp | 478.56%-468.8pp |
| Employer contribution / active EE | $1,263 | $5,297-76.2% | $4,829-73.8% | $4,837-73.9% |
| Participant deferral / active EE | $7,560 | $7,750-2.5% | $7,352+2.8% | $6,341+19.2% |
| Admin fee / account holder | $5,814 | $12,554-53.7% | $10,799-46.2% | $12,309-52.8% |