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 3-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 | $314,991 | $185,822+69.5% | $169,993+85.3% | $139,434+125.9% |
| Participation rate | 95.2% | 87.8%+7.5pp | 87.0%+8.2pp | 80.3%+14.9pp |
| Annual return | 9.38% | 60.50%-51.1pp | 53.37%-44.0pp | 372.94%-363.6pp |
| Employer contribution / active EE | $4,441 | $7,590-41.5% | $6,785-34.6% | $4,751-6.5% |
| Participant deferral / active EE | $3,599 | $11,622-69.0% | $10,408-65.4% | $6,710-46.4% |
| Admin fee / account holder | $116,458 | $15,381+657.2% | $12,815+808.8% | $11,403+921.3% |