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 | $178,174+79.4% | $156,181+104.6% | $137,256+132.8% |
| Participation rate | 73.3% | 82.0%-8.7pp | 78.8%-5.5pp | 80.0%-6.6pp |
| Annual return | 8.65% | 84.19%-75.5pp | 64.87%-56.2pp | 220.34%-211.7pp |
| Employer contribution / active EE | $3,977 | $4,972-20.0% | $4,294-7.4% | $4,156-4.3% |
| Participant deferral / active EE | $8,562 | $6,888+24.3% | $6,132+39.6% | $6,407+33.6% |
| Admin fee / account holder | $7,003 | $17,404-59.8% | $14,586-52.0% | $12,270-42.9% |