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 | $323,851 | $74,888+332.4% | $71,209+354.8% | $142,382+127.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 9.60% | 345.14%-335.5pp | 282.51%-272.9pp | 217.08%-207.5pp |
| Employer contribution / active EE | $4,245 | $2,854+48.7% | $2,721+56.0% | $4,299-1.3% |
| Participant deferral / active EE | $11,535 | $4,454+159.0% | $4,175+176.3% | $6,507+77.3% |
| Admin fee / account holder | $54,489 | $5,568+878.5% | $5,349+918.7% | $12,624+331.6% |