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 | $321,511 | $198,466+62.0% | $170,442+88.6% | $147,584+117.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 4.15% | 257.29%-253.1pp | 205.93%-201.8pp | 578.55%-574.4pp |
| Employer contribution / active EE | $4,694 | $6,184-24.1% | $5,433-13.6% | $4,876-3.7% |
| Participant deferral / active EE | $8,468 | $5,629+50.4% | $4,939+71.4% | $5,439+55.7% |
| Admin fee / account holder | $8,135 | $16,852-51.7% | $13,880-41.4% | $10,885-25.3% |