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 6-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 | $259,402 | $176,056+47.3% | $159,436+62.7% | $167,490+54.9% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 6.31% | 331.75%-325.4pp | 263.57%-257.3pp | 478.56%-472.2pp |
| Employer contribution / active EE | $13,713 | $5,297+158.9% | $4,829+183.9% | $4,837+183.5% |
| Participant deferral / active EE | $8,400 | $7,750+8.4% | $7,352+14.3% | $6,341+32.5% |
| Admin fee / account holder | $7,110 | $12,554-43.4% | $10,799-34.2% | $12,309-42.2% |