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 | $268,077 | $209,411+28.0% | $178,490+50.2% | $158,922+68.7% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 5.07% | 188.75%-183.7pp | 151.07%-146.0pp | 302.83%-297.8pp |
| Employer contribution / active EE | $6,188 | $5,706+8.4% | $5,011+23.5% | $4,761+30.0% |
| Participant deferral / active EE | $9,047 | $5,954+51.9% | $5,202+73.9% | $5,982+51.2% |
| Admin fee / account holder | $32,593 | $17,074+90.9% | $13,984+133.1% | $11,246+189.8% |