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 | $328,091 | $214,378+53.0% | $200,582+63.6% | $142,382+130.4% |
| Participation rate | 92.3% | 87.4%+4.9pp | 86.9%+5.4pp | 80.1%+12.2pp |
| Annual return | 11.00% | 46.41%-35.4pp | 42.33%-31.3pp | 217.08%-206.1pp |
| Employer contribution / active EE | $5,391 | $6,841-21.2% | $6,419-16.0% | $4,299+25.4% |
| Participant deferral / active EE | $17,163 | $9,865+74.0% | $9,331+83.9% | $6,507+163.8% |
| Admin fee / account holder | $40,026 | $17,692+126.2% | $16,305+145.5% | $12,624+217.1% |