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 | $286,799 | $159,934+79.3% | $147,005+95.1% | $145,959+96.5% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.5pp |
| Annual return | 8.87% | 98.24%-89.4pp | 418.76%-409.9pp | 561.95%-553.1pp |
| Employer contribution / active EE | $10,509 | $5,287+98.8% | $4,934+113.0% | $4,661+125.5% |
| Participant deferral / active EE | $8,664 | $8,427+2.8% | $8,070+7.4% | $6,689+29.5% |
| Admin fee / account holder | $11,488 | $15,053-23.7% | $13,006-11.7% | $13,398-14.3% |