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 | $491,063 | $214,378+129.1% | $200,582+144.8% | $142,382+244.9% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 1.49% | 46.41%-44.9pp | 42.33%-40.8pp | 217.08%-215.6pp |
| Employer contribution / active EE | $6,000 | $6,841-12.3% | $6,419-6.5% | $4,299+39.6% |
| Participant deferral / active EE | $5,517 | $9,865-44.1% | $9,331-40.9% | $6,507-15.2% |
| Admin fee / account holder | $59,045 | $17,692+233.7% | $16,305+262.1% | $12,624+367.7% |