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 | $279,354 | $165,335+69.0% | $149,696+86.6% | $158,922+75.8% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 5.22% | 348.15%-342.9pp | 276.60%-271.4pp | 302.83%-297.6pp |
| Employer contribution / active EE | $3,880 | $5,103-24.0% | $4,644-16.5% | $4,761-18.5% |
| Participant deferral / active EE | $17,617 | $7,181+145.3% | $6,842+157.5% | $5,982+194.5% |
| Admin fee / account holder | $1,854 | $10,807-82.8% | $9,309-80.1% | $11,246-83.5% |