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 | $289,250 | $179,726+60.9% | $156,263+85.1% | $142,382+103.2% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 7.37% | 77.86%-70.5pp | 59.47%-52.1pp | 217.08%-209.7pp |
| Employer contribution / active EE | $2,372 | $5,069-53.2% | $4,333-45.2% | $4,299-44.8% |
| Participant deferral / active EE | $12,267 | $6,956+76.4% | $6,158+99.2% | $6,507+88.5% |
| Admin fee / account holder | $93,785 | $17,272+443.0% | $14,255+557.9% | $12,624+642.9% |