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 | $280,263 | $165,335+69.5% | $149,696+87.2% | $158,922+76.4% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 4.34% | 348.15%-343.8pp | 276.60%-272.3pp | 302.83%-298.5pp |
| Employer contribution / active EE | $2,525 | $5,103-50.5% | $4,644-45.6% | $4,761-47.0% |
| Participant deferral / active EE | $8,198 | $7,181+14.2% | $6,842+19.8% | $5,982+37.0% |
| Admin fee / account holder | $9,728 | $10,807-10.0% | $9,309+4.5% | $11,246-13.5% |