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 | $410,264 | $175,202+134.2% | $149,673+174.1% | $139,434+194.2% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 8.51% | 166.71%-158.2pp | 134.42%-125.9pp | 372.94%-364.4pp |
| Employer contribution / active EE | $1,539 | $5,474-71.9% | $4,818-68.1% | $4,751-67.6% |
| Participant deferral / active EE | $4,741 | $6,519-27.3% | $5,680-16.5% | $6,710-29.4% |
| Admin fee / account holder | $3,730 | $16,150-76.9% | $13,210-71.8% | $11,403-67.3% |