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 | $266,731 | $110,257+141.9% | $96,544+176.3% | $139,434+91.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 3.67% | 26.32%-22.6pp | 25.84%-22.2pp | 372.94%-369.3pp |
| Employer contribution / active EE | $2,596 | $3,620-28.3% | $2,965-12.5% | $4,751-45.4% |
| Participant deferral / active EE | $4,477 | $5,548-19.3% | $4,851-7.7% | $6,710-33.3% |
| Admin fee / account holder | $4,529 | $11,591-60.9% | $8,252-45.1% | $11,403-60.3% |