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 | $293,328 | $159,602+83.8% | $150,045+95.5% | $142,382+106.0% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 9.13% | 70.24%-61.1pp | 62.55%-53.4pp | 217.08%-207.9pp |
| Employer contribution / active EE | $3,744 | $4,961-24.5% | $4,693-20.2% | $4,299-12.9% |
| Participant deferral / active EE | $9,073 | $8,310+9.2% | $7,997+13.5% | $6,507+39.4% |
| Admin fee / account holder | $5,119 | $14,846-65.5% | $13,435-61.9% | $12,624-59.5% |