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 | $346,712 | $178,174+94.6% | $156,181+122.0% | $137,256+152.6% |
| Participation rate | 77.8% | 82.0%-4.3pp | 78.8%-1.1pp | 80.0%-2.2pp |
| Annual return | 8.99% | 84.19%-75.2pp | 64.87%-55.9pp | 220.34%-211.3pp |
| Employer contribution / active EE | $34,356 | $4,972+591.0% | $4,294+700.1% | $4,156+726.7% |
| Participant deferral / active EE | $10,983 | $6,888+59.4% | $6,132+79.1% | $6,407+71.4% |
| Admin fee / account holder | $404 | $17,404-97.7% | $14,586-97.2% | $12,270-96.7% |