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 | $323,392 | $217,402+48.8% | $185,823+74.0% | $167,490+93.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 4.78% | 148.36%-143.6pp | 122.05%-117.3pp | 478.56%-473.8pp |
| Employer contribution / active EE | $7,439 | $5,873+26.7% | $5,167+44.0% | $4,837+53.8% |
| Participant deferral / active EE | $8,571 | $6,356+34.8% | $5,568+53.9% | $6,341+35.2% |
| Admin fee / account holder | $2,328 | $19,811-88.2% | $16,237-85.7% | $12,309-81.1% |