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 | $358,185 | $157,256+127.8% | $141,162+153.7% | $152,861+134.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 0.57% | 64.32%-63.8pp | 71.39%-70.8pp | 345.32%-344.7pp |
| Employer contribution / active EE | $2,257 | $5,261-57.1% | $4,735-52.3% | $4,762-52.6% |
| Participant deferral / active EE | $8,406 | $7,109+18.2% | $6,709+25.3% | $5,850+43.7% |
| Admin fee / account holder | $16,802 | $12,120+38.6% | $10,261+63.7% | $11,596+44.9% |