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 | $304,713 | $148,534+105.1% | $135,903+124.2% | $139,434+118.5% |
| Participation rate | 94.7% | 83.9%+10.9pp | 81.9%+12.8pp | 80.3%+14.4pp |
| Annual return | 12.09% | 79.19%-67.1pp | 68.23%-56.1pp | 372.94%-360.9pp |
| Employer contribution / active EE | $7,003 | $5,243+33.6% | $4,856+44.2% | $4,751+47.4% |
| Participant deferral / active EE | $5,710 | $8,100-29.5% | $7,758-26.4% | $6,710-14.9% |
| Admin fee / account holder | $38,995 | $12,400+214.5% | $10,762+262.3% | $11,403+242.0% |