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 | $261,198 | $209,336+24.8% | $197,124+32.5% | $137,256+90.3% |
| Participation rate | 94.4% | 87.3%+7.1pp | 86.7%+7.7pp | 80.0%+14.5pp |
| Annual return | 8.97% | 48.09%-39.1pp | 44.34%-35.4pp | 220.34%-211.4pp |
| Employer contribution / active EE | $5,783 | $6,591-12.3% | $6,227-7.1% | $4,156+39.1% |
| Participant deferral / active EE | $12,371 | $9,614+28.7% | $9,135+35.4% | $6,407+93.1% |
| Admin fee / account holder | $1,234 | $17,308-92.9% | $16,298-92.4% | $12,270-89.9% |