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 | $282,111 | $104,974+168.7% | $95,585+195.1% | $142,382+98.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 9.68% | 210.33%-200.6pp | 38.56%-28.9pp | 217.08%-207.4pp |
| Employer contribution / active EE | $1,861 | $2,779-33.0% | $2,527-26.3% | $4,299-56.7% |
| Participant deferral / active EE | $8,785 | $4,352+101.9% | $4,023+118.4% | $6,507+35.0% |
| Admin fee / account holder | $20,191 | $6,386+216.2% | $6,127+229.5% | $12,624+59.9% |