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 | $294,998 | $214,378+37.6% | $200,582+47.1% | $142,382+107.2% |
| Participation rate | 85.0% | 87.4%-2.4pp | 86.9%-1.9pp | 80.1%+4.9pp |
| Annual return | 11.42% | 46.41%-35.0pp | 42.33%-30.9pp | 217.08%-205.7pp |
| Employer contribution / active EE | $1,597 | $6,841-76.7% | $6,419-75.1% | $4,299-62.9% |
| Participant deferral / active EE | $7,313 | $9,865-25.9% | $9,331-21.6% | $6,507+12.4% |
| Admin fee / account holder | $41,527 | $17,692+134.7% | $16,305+154.7% | $12,624+229.0% |