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 | $308,944 | $94,752+226.1% | $112,887+173.7% | $139,434+121.6% |
| Participation rate | 91.3% | 81.3%+10.1pp | 80.5%+10.8pp | 80.3%+11.0pp |
| Annual return | 11.96% | 40.88%-28.9pp | 34.10%-22.1pp | 372.94%-361.0pp |
| Employer contribution / active EE | $6,887 | $4,625+48.9% | $4,563+50.9% | $4,751+45.0% |
| Participant deferral / active EE | $6,353 | $6,512-2.4% | $6,513-2.5% | $6,710-5.3% |
| Admin fee / account holder | $33,049 | $8,527+287.6% | $7,047+369.0% | $11,403+189.8% |