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 | $312,228 | $127,065+145.7% | $113,168+175.9% | $142,382+119.3% |
| Participation rate | 77.3% | 79.2%-1.9pp | 76.6%+0.7pp | 80.1%-2.8pp |
| Annual return | 9.80% | 24.03%-14.2pp | 24.27%-14.5pp | 217.08%-207.3pp |
| Employer contribution / active EE | $4,787 | $3,442+39.1% | $2,975+60.9% | $4,299+11.3% |
| Participant deferral / active EE | $9,511 | $5,716+66.4% | $5,107+86.2% | $6,507+46.2% |
| Admin fee / account holder | $83,227 | $15,736+428.9% | $12,068+589.7% | $12,624+559.3% |