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 | $319,494 | $214,378+49.0% | $200,582+59.3% | $142,382+124.4% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 8.53% | 46.41%-37.9pp | 42.33%-33.8pp | 217.08%-208.5pp |
| Employer contribution / active EE | $3,217 | $6,841-53.0% | $6,419-49.9% | $4,299-25.2% |
| Participant deferral / active EE | $7,162 | $9,865-27.4% | $9,331-23.3% | $6,507+10.1% |
| Admin fee / account holder | $144,931 | $17,692+719.2% | $16,305+788.9% | $12,624+1048.1% |