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 | $311,595 | $214,378+45.3% | $200,582+55.3% | $142,382+118.8% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 3.79% | 46.41%-42.6pp | 42.33%-38.5pp | 217.08%-213.3pp |
| Employer contribution / active EE | $2,275 | $6,841-66.7% | $6,419-64.6% | $4,299-47.1% |
| Participant deferral / active EE | $6,871 | $9,865-30.3% | $9,331-26.4% | $6,507+5.6% |
| Admin fee / account holder | $5,553 | $17,692-68.6% | $16,305-65.9% | $12,624-56.0% |