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 | $262,999 | $185,822+41.5% | $169,993+54.7% | $139,434+88.6% |
| Participation rate | 94.4% | 87.8%+6.7pp | 87.0%+7.4pp | 80.3%+14.1pp |
| Annual return | 10.27% | 60.50%-50.2pp | 53.37%-43.1pp | 372.94%-362.7pp |
| Employer contribution / active EE | $4,543 | $7,590-40.1% | $6,785-33.0% | $4,751-4.4% |
| Participant deferral / active EE | $4,976 | $11,622-57.2% | $10,408-52.2% | $6,710-25.8% |
| Admin fee / account holder | $39,662 | $15,381+157.9% | $12,815+209.5% | $11,403+247.8% |