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 | $273,482 | $159,602+71.4% | $150,045+82.3% | $142,382+92.1% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.3%+8.2pp | 80.1%+10.4pp |
| Annual return | 4.50% | 70.24%-65.7pp | 62.55%-58.0pp | 217.08%-212.6pp |
| Employer contribution / active EE | $9,291 | $4,961+87.3% | $4,693+98.0% | $4,299+116.1% |
| Participant deferral / active EE | $8,836 | $8,310+6.3% | $7,997+10.5% | $6,507+35.8% |
| Admin fee / account holder | $134,698 | $14,846+807.3% | $13,435+902.6% | $12,624+967.0% |