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 | $406,652 | $217,402+87.1% | $185,823+118.8% | $167,490+142.8% |
| Participation rate | 81.3% | 86.0%-4.8pp | 81.7%-0.5pp | 82.1%-0.9pp |
| Annual return | 5.69% | 148.36%-142.7pp | 122.05%-116.4pp | 478.56%-472.9pp |
| Employer contribution / active EE | $3,368 | $5,873-42.7% | $5,167-34.8% | $4,837-30.4% |
| Participant deferral / active EE | $7,680 | $6,356+20.8% | $5,568+37.9% | $6,341+21.1% |
| Admin fee / account holder | $4,748 | $19,811-76.0% | $16,237-70.8% | $12,309-61.4% |