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 | $291,378 | $165,335+76.2% | $149,696+94.6% | $158,922+83.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.02% | 348.15%-340.1pp | 276.60%-268.6pp | 302.83%-294.8pp |
| Employer contribution / active EE | $12,702 | $5,103+148.9% | $4,644+173.5% | $4,761+166.8% |
| Participant deferral / active EE | $3,914 | $7,181-45.5% | $6,842-42.8% | $5,982-34.6% |
| Admin fee / account holder | $4,546 | $10,807-57.9% | $9,309-51.2% | $11,246-59.6% |