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 | $497,622 | $162,781+205.7% | $133,956+271.5% | $158,922+213.1% |
| Participation rate | 82.6% | 83.2%-0.6pp | 79.8%+2.8pp | 82.0%+0.7pp |
| Annual return | 4.31% | 41.94%-37.6pp | 45.09%-40.8pp | 302.83%-298.5pp |
| Employer contribution / active EE | $4,206 | $4,975-15.5% | $3,919+7.3% | $4,761-11.7% |
| Participant deferral / active EE | $8,759 | $5,911+48.2% | $5,048+73.5% | $5,982+46.4% |
| Admin fee / account holder | $4,781 | $11,736-59.3% | $8,927-46.4% | $11,246-57.5% |