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 | $346,841 | $176,056+97.0% | $159,436+117.5% | $167,490+107.1% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 5.24% | 331.75%-326.5pp | 263.57%-258.3pp | 478.56%-473.3pp |
| Employer contribution / active EE | $5,451 | $5,297+2.9% | $4,829+12.9% | $4,837+12.7% |
| Participant deferral / active EE | $8,710 | $7,750+12.4% | $7,352+18.5% | $6,341+37.4% |
| Admin fee / account holder | $2,983 | $12,554-76.2% | $10,799-72.4% | $12,309-75.8% |