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 | $303,519 | $214,378+41.6% | $200,582+51.3% | $142,382+113.2% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 10.61% | 46.41%-35.8pp | 42.33%-31.7pp | 217.08%-206.5pp |
| Employer contribution / active EE | $4,338 | $6,841-36.6% | $6,419-32.4% | $4,299+0.9% |
| Participant deferral / active EE | $8,468 | $9,865-14.2% | $9,331-9.2% | $6,507+30.1% |
| Admin fee / account holder | $14,486 | $17,692-18.1% | $16,305-11.2% | $12,624+14.8% |