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 | $270,284 | $159,602+69.3% | $150,045+80.1% | $142,382+89.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 5.79% | 70.24%-64.5pp | 62.55%-56.8pp | 217.08%-211.3pp |
| Employer contribution / active EE | $4,660 | $4,961-6.1% | $4,693-0.7% | $4,299+8.4% |
| Participant deferral / active EE | $12,702 | $8,310+52.8% | $7,997+58.8% | $6,507+95.2% |
| Admin fee / account holder | $519,233 | $14,846+3397.4% | $13,435+3764.8% | $12,624+4013.2% |