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 | $317,158 | $157,256+101.7% | $141,162+124.7% | $152,861+107.5% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.4%+11.3pp |
| Annual return | 13.04% | 64.32%-51.3pp | 71.39%-58.3pp | 345.32%-332.3pp |
| Employer contribution / active EE | $4,257 | $5,261-19.1% | $4,735-10.1% | $4,762-10.6% |
| Participant deferral / active EE | $4,692 | $7,109-34.0% | $6,709-30.1% | $5,850-19.8% |
| Admin fee / account holder | $368 | $12,120-97.0% | $10,261-96.4% | $11,596-96.8% |