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 | $334,334 | $175,202+90.8% | $149,673+123.4% | $139,434+139.8% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 7.03% | 166.71%-159.7pp | 134.42%-127.4pp | 372.94%-365.9pp |
| Employer contribution / active EE | $7,381 | $5,474+34.8% | $4,818+53.2% | $4,751+55.4% |
| Participant deferral / active EE | $6,304 | $6,519-3.3% | $5,680+11.0% | $6,710-6.1% |
| Admin fee / account holder | $21,782 | $16,150+34.9% | $13,210+64.9% | $11,403+91.0% |