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 | $353,395 | $150,440+134.9% | $136,294+159.3% | $147,584+139.5% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 6.33% | 1049.08%-1042.8pp | 5155.94%-5149.6pp | 578.55%-572.2pp |
| Employer contribution / active EE | $3,045 | $5,256-42.1% | $4,695-35.1% | $4,876-37.6% |
| Participant deferral / active EE | $5,705 | $6,630-14.0% | $6,247-8.7% | $5,439+4.9% |
| Admin fee / account holder | $4,205 | $10,905-61.4% | $9,243-54.5% | $10,885-61.4% |