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 7-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 | $349,838 | $209,411+67.1% | $178,490+96.0% | $158,922+120.1% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 0.80% | 188.75%-188.0pp | 151.07%-150.3pp | 302.83%-302.0pp |
| Employer contribution / active EE | $7,143 | $5,706+25.2% | $5,011+42.6% | $4,761+50.0% |
| Participant deferral / active EE | $7,301 | $5,954+22.6% | $5,202+40.4% | $5,982+22.0% |
| Admin fee / account holder | $2,355 | $17,074-86.2% | $13,984-83.2% | $11,246-79.1% |