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 | $409,533 | $175,202+133.7% | $149,673+173.6% | $139,434+193.7% |
| Participation rate | 73.3% | 83.4%-10.0pp | 78.8%-5.4pp | 80.3%-7.0pp |
| Annual return | 9.42% | 166.71%-157.3pp | 134.42%-125.0pp | 372.94%-363.5pp |
| Employer contribution / active EE | $2,025 | $5,474-63.0% | $4,818-58.0% | $4,751-57.4% |
| Participant deferral / active EE | $5,126 | $6,519-21.4% | $5,680-9.7% | $6,710-23.6% |
| Admin fee / account holder | $13,694 | $16,150-15.2% | $13,210+3.7% | $11,403+20.1% |