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 | $260,621 | $65,365+298.7% | $92,893+180.6% | $72,985+257.1% |
| Participation rate | 96.2% | 68.3%+27.8pp | 76.0%+20.1pp | 69.5%+26.7pp |
| Annual return | -3.27% | 42.10%-45.4pp | 109.41%-112.7pp | 81.00%-84.3pp |
| Employer contribution / active EE | $3,837 | $2,594+47.9% | $3,653+5.0% | $2,440+57.2% |
| Participant deferral / active EE | $8,423 | $3,128+169.2% | $4,236+98.8% | $3,607+133.5% |
| Admin fee / account holder | $9,020 | $4,251+112.2% | $5,794+55.7% | $5,124+76.0% |