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 | $282,323 | $165,335+70.8% | $149,696+88.6% | $158,922+77.6% |
| Participation rate | 90.5% | 84.6%+5.9pp | 82.5%+8.0pp | 82.0%+8.5pp |
| Annual return | 7.69% | 348.15%-340.5pp | 276.60%-268.9pp | 302.83%-295.1pp |
| Employer contribution / active EE | $4,957 | $5,103-2.8% | $4,644+6.7% | $4,761+4.1% |
| Participant deferral / active EE | $8,411 | $7,181+17.1% | $6,842+22.9% | $5,982+40.6% |
| Admin fee / account holder | $206,919 | $10,807+1814.8% | $9,309+2122.9% | $11,246+1740.0% |