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 | $317,703 | $105,181+202.1% | $159,436+99.3% | $85,850+270.1% |
| Participation rate | 78.6% | 75.8%+2.8pp | 82.8%-4.3pp | 69.3%+9.3pp |
| Annual return | 12.37% | 45.07%-32.7pp | 263.57%-251.2pp | 318.53%-306.2pp |
| Employer contribution / active EE | $3,450 | $3,318+4.0% | $4,829-28.6% | $2,565+34.5% |
| Participant deferral / active EE | $6,551 | $5,945+10.2% | $7,352-10.9% | $3,952+65.8% |
| Admin fee / account holder | $6,846 | $6,933-1.3% | $10,799-36.6% | $6,260+9.4% |