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 | $383,941 | $176,056+118.1% | $159,436+140.8% | $167,490+129.2% |
| Participation rate | 91.7% | 84.9%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 9.45% | 331.75%-322.3pp | 263.57%-254.1pp | 478.56%-469.1pp |
| Employer contribution / active EE | $3,767 | $5,297-28.9% | $4,829-22.0% | $4,837-22.1% |
| Participant deferral / active EE | $11,220 | $7,750+44.8% | $7,352+52.6% | $6,341+76.9% |
| Admin fee / account holder | $6,557 | $12,554-47.8% | $10,799-39.3% | $12,309-46.7% |