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 | $269,132 | $201,272+33.7% | $184,203+46.1% | $145,922+84.4% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 8.78% | 29.00%-20.2pp | 28.81%-20.0pp | 561.29%-552.5pp |
| Employer contribution / active EE | $4,093 | $7,022-41.7% | $6,427-36.3% | $4,660-12.2% |
| Participant deferral / active EE | $18,274 | $9,806+86.4% | $9,131+100.1% | $6,688+173.2% |
| Admin fee / account holder | $1,285 | $16,364-92.1% | $13,901-90.8% | $13,397-90.4% |