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 | $369,296 | $159,602+131.4% | $150,045+146.1% | $142,382+159.4% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.3%-3.8pp | 80.1%-1.5pp |
| Annual return | 6.51% | 70.24%-63.7pp | 62.55%-56.0pp | 217.08%-210.6pp |
| Employer contribution / active EE | $1,612 | $4,961-67.5% | $4,693-65.7% | $4,299-62.5% |
| Participant deferral / active EE | $14,812 | $8,310+78.2% | $7,997+85.2% | $6,507+127.6% |
| Admin fee / account holder | $30,911 | $14,846+108.2% | $13,435+130.1% | $12,624+144.9% |