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 | $352,548 | $209,411+68.4% | $178,490+97.5% | $158,922+121.8% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 2.00% | 188.75%-186.8pp | 151.07%-149.1pp | 302.83%-300.8pp |
| Employer contribution / active EE | $1,985 | $5,706-65.2% | $5,011-60.4% | $4,761-58.3% |
| Participant deferral / active EE | $7,721 | $5,954+29.7% | $5,202+48.4% | $5,982+29.1% |
| Admin fee / account holder | $2,833 | $17,074-83.4% | $13,984-79.7% | $11,246-74.8% |