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 | $281,863 | $179,726+56.8% | $156,263+80.4% | $142,382+98.0% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 0.26% | 77.86%-77.6pp | 59.47%-59.2pp | 217.08%-216.8pp |
| Employer contribution / active EE | $5,062 | $5,069-0.2% | $4,333+16.8% | $4,299+17.7% |
| Participant deferral / active EE | $12,971 | $6,956+86.5% | $6,158+110.6% | $6,507+99.3% |
| Admin fee / account holder | $308,985 | $17,272+1688.9% | $14,255+2067.6% | $12,624+2347.7% |