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 | $329,504 | $159,934+106.0% | $147,005+124.1% | $145,959+125.8% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 7.54% | 98.24%-90.7pp | 418.76%-411.2pp | 561.95%-554.4pp |
| Employer contribution / active EE | $6,480 | $5,287+22.6% | $4,934+31.3% | $4,661+39.0% |
| Participant deferral / active EE | $9,383 | $8,427+11.3% | $8,070+16.3% | $6,689+40.3% |
| Admin fee / account holder | $5,206 | $15,053-65.4% | $13,006-60.0% | $13,398-61.1% |