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 | $398,335 | $159,934+149.1% | $147,005+171.0% | $145,959+172.9% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 2.92% | 98.24%-95.3pp | 418.76%-415.8pp | 561.95%-559.0pp |
| Employer contribution / active EE | $8,240 | $5,287+55.9% | $4,934+67.0% | $4,661+76.8% |
| Participant deferral / active EE | $10,348 | $8,427+22.8% | $8,070+28.2% | $6,689+54.7% |
| Admin fee / account holder | $11,636 | $15,053-22.7% | $13,006-10.5% | $13,398-13.1% |