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 | $288,996 | $74,888+285.9% | $71,209+305.8% | $142,382+103.0% |
| Participation rate | 93.3% | 76.2%+17.1pp | 73.8%+19.6pp | 80.1%+13.2pp |
| Annual return | 9.38% | 345.14%-335.8pp | 282.51%-273.1pp | 217.08%-207.7pp |
| Employer contribution / active EE | $6,688 | $2,854+134.3% | $2,721+145.8% | $4,299+55.6% |
| Participant deferral / active EE | $9,036 | $4,454+102.9% | $4,175+116.4% | $6,507+38.9% |
| Admin fee / account holder | $19,012 | $5,568+241.4% | $5,349+255.4% | $12,624+50.6% |