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 | $330,727 | $154,228+114.4% | $145,433+127.4% | $137,256+141.0% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 9.91% | 74.59%-64.7pp | 66.58%-56.7pp | 220.34%-210.4pp |
| Employer contribution / active EE | $2,843 | $4,804-40.8% | $4,554-37.6% | $4,156-31.6% |
| Participant deferral / active EE | $3,881 | $8,216-52.8% | $7,897-50.9% | $6,407-39.4% |
| Admin fee / account holder | $207,775 | $14,344+1348.6% | $13,129+1482.6% | $12,270+1593.3% |