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 | $378,002 | $154,228+145.1% | $145,433+159.9% | $137,256+175.4% |
| Participation rate | 90.5% | 83.8%+6.7pp | 82.1%+8.4pp | 80.0%+10.5pp |
| Annual return | 12.25% | 74.59%-62.3pp | 66.58%-54.3pp | 220.34%-208.1pp |
| Employer contribution / active EE | $5,673 | $4,804+18.1% | $4,554+24.6% | $4,156+36.5% |
| Participant deferral / active EE | $13,792 | $8,216+67.9% | $7,897+74.6% | $6,407+115.3% |
| Admin fee / account holder | $33,540 | $14,344+133.8% | $13,129+155.5% | $12,270+173.3% |