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 | $258,857 | $159,602+62.2% | $150,045+72.5% | $142,382+81.8% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 10.62% | 70.24%-59.6pp | 62.55%-51.9pp | 217.08%-206.5pp |
| Employer contribution / active EE | $5,113 | $4,961+3.1% | $4,693+8.9% | $4,299+18.9% |
| Participant deferral / active EE | $9,597 | $8,310+15.5% | $7,997+20.0% | $6,507+47.5% |
| Admin fee / account holder | $144,282 | $14,846+871.8% | $13,435+973.9% | $12,624+1042.9% |