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 | $351,858 | $148,534+136.9% | $135,903+158.9% | $139,434+152.3% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 2.58% | 79.19%-76.6pp | 68.23%-65.7pp | 372.94%-370.4pp |
| Employer contribution / active EE | $3,811 | $5,243-27.3% | $4,856-21.5% | $4,751-19.8% |
| Participant deferral / active EE | $10,636 | $8,100+31.3% | $7,758+37.1% | $6,710+58.5% |
| Admin fee / account holder | $6,754 | $12,400-45.5% | $10,762-37.2% | $11,403-40.8% |