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 | $290,151 | $159,602+81.8% | $150,045+93.4% | $142,382+103.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 9.44% | 70.24%-60.8pp | 62.55%-53.1pp | 217.08%-207.6pp |
| Employer contribution / active EE | $5,797 | $4,961+16.9% | $4,693+23.5% | $4,299+34.8% |
| Participant deferral / active EE | $12,758 | $8,310+53.5% | $7,997+59.5% | $6,507+96.1% |
| Admin fee / account holder | $11,069 | $14,846-25.4% | $13,435-17.6% | $12,624-12.3% |