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 | $435,171 | $148,534+193.0% | $135,903+220.2% | $139,434+212.1% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 10.69% | 79.19%-68.5pp | 68.23%-57.5pp | 372.94%-362.2pp |
| Employer contribution / active EE | $6,446 | $5,243+23.0% | $4,856+32.7% | $4,751+35.7% |
| Participant deferral / active EE | $4,320 | $8,100-46.7% | $7,758-44.3% | $6,710-35.6% |
| Admin fee / account holder | $13,745 | $12,400+10.9% | $10,762+27.7% | $11,403+20.5% |