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 | $465,648 | $177,572+162.2% | $154,803+200.8% | $142,382+227.0% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 9.14% | 65.07%-55.9pp | 58.88%-49.7pp | 217.08%-207.9pp |
| Employer contribution / active EE | $13,210 | $4,810+174.6% | $4,305+206.8% | $4,299+207.3% |
| Participant deferral / active EE | $11,375 | $6,272+81.4% | $5,540+105.3% | $6,507+74.8% |
| Admin fee / account holder | $35,583 | $16,786+112.0% | $14,329+148.3% | $12,624+181.9% |