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 | $371,292 | $177,572+109.1% | $154,803+139.8% | $142,382+160.8% |
| Participation rate | 73.9% | 82.1%-8.1pp | 78.1%-4.2pp | 80.1%-6.2pp |
| Annual return | 11.13% | 65.07%-53.9pp | 58.88%-47.8pp | 217.08%-205.9pp |
| Employer contribution / active EE | $2,524 | $4,810-47.5% | $4,305-41.4% | $4,299-41.3% |
| Participant deferral / active EE | $4,213 | $6,272-32.8% | $5,540-24.0% | $6,507-35.3% |
| Admin fee / account holder | $22,788 | $16,786+35.8% | $14,329+59.0% | $12,624+80.5% |