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 | $266,424 | $157,256+69.4% | $141,162+88.7% | $152,861+74.3% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 5.20% | 64.32%-59.1pp | 71.39%-66.2pp | 345.32%-340.1pp |
| Employer contribution / active EE | $4,364 | $5,261-17.1% | $4,735-7.8% | $4,762-8.4% |
| Participant deferral / active EE | $11,727 | $7,109+64.9% | $6,709+74.8% | $5,850+100.4% |
| Admin fee / account holder | $16,042 | $12,120+32.4% | $10,261+56.3% | $11,596+38.3% |