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 | $387,467 | $127,065+204.9% | $113,168+242.4% | $142,382+172.1% |
| Participation rate | 95.5% | 79.2%+16.2pp | 76.6%+18.9pp | 80.1%+15.3pp |
| Annual return | 8.40% | 24.03%-15.6pp | 24.27%-15.9pp | 217.08%-208.7pp |
| Employer contribution / active EE | $4,521 | $3,442+31.4% | $2,975+52.0% | $4,299+5.2% |
| Participant deferral / active EE | $7,355 | $5,716+28.7% | $5,107+44.0% | $6,507+13.0% |
| Admin fee / account holder | $4,127 | $15,736-73.8% | $12,068-65.8% | $12,624-67.3% |