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 | $335,340 | $165,335+102.8% | $149,696+124.0% | $158,922+111.0% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 3.71% | 348.15%-344.4pp | 276.60%-272.9pp | 302.83%-299.1pp |
| Employer contribution / active EE | $3,348 | $5,103-34.4% | $4,644-27.9% | $4,761-29.7% |
| Participant deferral / active EE | $12,527 | $7,181+74.4% | $6,842+83.1% | $5,982+109.4% |
| Admin fee / account holder | $100,331 | $10,807+828.4% | $9,309+977.8% | $11,246+792.2% |