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 | $378,162 | $202,432+86.8% | $169,368+123.3% | $139,434+171.2% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 7.16% | 531.74%-524.6pp | 405.60%-398.4pp | 372.94%-365.8pp |
| Employer contribution / active EE | $1,612 | $4,692-65.7% | $4,013-59.8% | $4,751-66.1% |
| Participant deferral / active EE | $4,596 | $6,938-33.8% | $6,221-26.1% | $6,710-31.5% |
| Admin fee / account holder | $20,730 | $10,708+93.6% | $9,003+130.3% | $11,403+81.8% |