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 | $412,869 | $183,519+125.0% | $155,509+165.5% | $145,922+182.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 6.99% | 61.17%-54.2pp | 64.67%-57.7pp | 561.29%-554.3pp |
| Employer contribution / active EE | $3,859 | $5,313-27.4% | $4,672-17.4% | $4,660-17.2% |
| Participant deferral / active EE | $6,430 | $6,462-0.5% | $5,626+14.3% | $6,688-3.8% |
| Admin fee / account holder | $3,051 | $19,313-84.2% | $15,912-80.8% | $13,397-77.2% |