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 | $319,598 | $179,726+77.8% | $156,263+104.5% | $142,382+124.5% |
| Participation rate | 73.3% | 82.1%-8.7pp | 78.9%-5.6pp | 80.1%-6.8pp |
| Annual return | 8.65% | 77.86%-69.2pp | 59.47%-50.8pp | 217.08%-208.4pp |
| Employer contribution / active EE | $3,977 | $5,069-21.5% | $4,333-8.2% | $4,299-7.5% |
| Participant deferral / active EE | $8,562 | $6,956+23.1% | $6,158+39.0% | $6,507+31.6% |
| Admin fee / account holder | $7,003 | $17,272-59.5% | $14,255-50.9% | $12,624-44.5% |