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 | $287,926 | $176,812+62.8% | $146,665+96.3% | $167,490+71.9% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 6.11% | 24.03%-17.9pp | 22.74%-16.6pp | 478.56%-472.4pp |
| Employer contribution / active EE | $5,945 | $5,160+15.2% | $4,136+43.7% | $4,837+22.9% |
| Participant deferral / active EE | $7,895 | $6,440+22.6% | $5,506+43.4% | $6,341+24.5% |
| Admin fee / account holder | $23,180 | $13,259+74.8% | $10,280+125.5% | $12,309+88.3% |