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 | $408,374 | $124,281+228.6% | $109,143+274.2% | $167,490+143.8% |
| Participation rate | 78.3% | 79.4%-1.2pp | 75.9%+2.4pp | 82.1%-3.8pp |
| Annual return | 9.43% | 26.04%-16.6pp | 25.75%-16.3pp | 478.56%-469.1pp |
| Employer contribution / active EE | $1,310 | $4,207-68.9% | $3,722-64.8% | $4,837-72.9% |
| Participant deferral / active EE | $12,579 | $5,255+139.4% | $4,653+170.3% | $6,341+98.4% |
| Admin fee / account holder | $58,937 | $7,970+639.5% | $6,752+772.9% | $12,309+378.8% |