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 | $279,909 | $183,592+52.5% | $155,567+79.9% | $145,959+91.8% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 4.67% | 61.24%-56.6pp | 64.74%-60.1pp | 561.95%-557.3pp |
| Employer contribution / active EE | $1,684 | $5,315-68.3% | $4,674-64.0% | $4,661-63.9% |
| Participant deferral / active EE | $5,919 | $6,464-8.4% | $5,628+5.2% | $6,689-11.5% |
| Admin fee / account holder | $2,437 | $19,318-87.4% | $15,916-84.7% | $13,398-81.8% |