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 | $417,225 | $165,335+152.4% | $149,696+178.7% | $158,922+162.5% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 6.31% | 348.15%-341.8pp | 276.60%-270.3pp | 302.83%-296.5pp |
| Employer contribution / active EE | $2,762 | $5,103-45.9% | $4,644-40.5% | $4,761-42.0% |
| Participant deferral / active EE | $5,846 | $7,181-18.6% | $6,842-14.6% | $5,982-2.3% |
| Admin fee / account holder | $12,838 | $10,807+18.8% | $9,309+37.9% | $11,246+14.2% |