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 | $273,119 | $111,535+144.9% | $105,223+159.6% | $137,256+99.0% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.8pp | 80.0%+8.9pp |
| Annual return | 10.19% | 237.85%-227.7pp | 180.65%-170.5pp | 220.34%-210.1pp |
| Employer contribution / active EE | $17,300 | $3,939+339.2% | $3,689+369.0% | $4,156+316.3% |
| Participant deferral / active EE | $12,444 | $5,500+126.3% | $5,072+145.4% | $6,407+94.2% |
| Admin fee / account holder | $3,697 | $9,721-62.0% | $8,859-58.3% | $12,270-69.9% |