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 | $379,420 | $159,602+137.7% | $150,045+152.9% | $142,382+166.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 3.99% | 70.24%-66.2pp | 62.55%-58.6pp | 217.08%-213.1pp |
| Employer contribution / active EE | $1,210 | $4,961-75.6% | $4,693-74.2% | $4,299-71.9% |
| Participant deferral / active EE | $5,727 | $8,310-31.1% | $7,997-28.4% | $6,507-12.0% |
| Admin fee / account holder | $23,762 | $14,846+60.1% | $13,435+76.9% | $12,624+88.2% |