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 | $270,863 | $217,402+24.6% | $185,823+45.8% | $167,490+61.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 4.44% | 148.36%-143.9pp | 122.05%-117.6pp | 478.56%-474.1pp |
| Employer contribution / active EE | $3,858 | $5,873-34.3% | $5,167-25.3% | $4,837-20.2% |
| Participant deferral / active EE | $8,667 | $6,356+36.3% | $5,568+55.7% | $6,341+36.7% |
| Admin fee / account holder | $2,545 | $19,811-87.2% | $16,237-84.3% | $12,309-79.3% |