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 | $411,368 | $100,970+307.4% | $96,576+326.0% | $137,256+199.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 6.53% | 38.16%-31.6pp | 38.47%-31.9pp | 220.34%-213.8pp |
| Employer contribution / active EE | $2,286 | $3,809-40.0% | $3,553-35.7% | $4,156-45.0% |
| Participant deferral / active EE | $11,656 | $8,286+40.7% | $7,956+46.5% | $6,407+81.9% |
| Admin fee / account holder | $833 | $11,312-92.6% | $11,381-92.7% | $12,270-93.2% |