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 | $209,336+56.7% | $197,124+66.4% | $137,256+139.0% |
| Participation rate | 92.3% | 87.3%+5.0pp | 86.7%+5.6pp | 80.0%+12.3pp |
| Annual return | 11.00% | 48.09%-37.1pp | 44.34%-33.3pp | 220.34%-209.3pp |
| Employer contribution / active EE | $5,391 | $6,591-18.2% | $6,227-13.4% | $4,156+29.7% |
| Participant deferral / active EE | $17,163 | $9,614+78.5% | $9,135+87.9% | $6,407+167.9% |
| Admin fee / account holder | $40,026 | $17,308+131.3% | $16,298+145.6% | $12,270+226.2% |