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 | $298,230 | $115,770+157.6% | $101,248+194.6% | $158,922+87.7% |
| Participation rate | 90.5% | 79.4%+11.1pp | 75.8%+14.7pp | 82.0%+8.5pp |
| Annual return | 7.41% | 56.14%-48.7pp | 46.47%-39.1pp | 302.83%-295.4pp |
| Employer contribution / active EE | $2,973 | $4,175-28.8% | $3,660-18.8% | $4,761-37.6% |
| Participant deferral / active EE | $5,246 | $4,957+5.8% | $4,370+20.0% | $5,982-12.3% |
| Admin fee / account holder | $15,322 | $7,245+111.5% | $5,945+157.7% | $11,246+36.2% |