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 | $289,832 | $148,534+95.1% | $135,903+113.3% | $139,434+107.9% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+11.0pp | 80.3%+12.5pp |
| Annual return | 6.41% | 79.19%-72.8pp | 68.23%-61.8pp | 372.94%-366.5pp |
| Employer contribution / active EE | $6,347 | $5,243+21.0% | $4,856+30.7% | $4,751+33.6% |
| Participant deferral / active EE | $7,465 | $8,100-7.8% | $7,758-3.8% | $6,710+11.2% |
| Admin fee / account holder | $127,465 | $12,400+928.0% | $10,762+1084.4% | $11,403+1017.9% |