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 | $390,978 | $165,335+136.5% | $149,696+161.2% | $158,922+146.0% |
| Participation rate | 73.7% | 84.6%-10.9pp | 82.5%-8.8pp | 82.0%-8.3pp |
| Annual return | 4.61% | 348.15%-343.5pp | 276.60%-272.0pp | 302.83%-298.2pp |
| Employer contribution / active EE | $4,232 | $5,103-17.1% | $4,644-8.9% | $4,761-11.1% |
| Participant deferral / active EE | $16,792 | $7,181+133.8% | $6,842+145.4% | $5,982+180.7% |
| Admin fee / account holder | $52,194 | $10,807+383.0% | $9,309+460.7% | $11,246+364.1% |