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 | $365,623 | $176,812+106.8% | $146,665+149.3% | $167,490+118.3% |
| Participation rate | 81.3% | 83.6%-2.4pp | 80.1%+1.2pp | 82.1%-0.9pp |
| Annual return | 8.27% | 24.03%-15.8pp | 22.74%-14.5pp | 478.56%-470.3pp |
| Employer contribution / active EE | $3,265 | $5,160-36.7% | $4,136-21.1% | $4,837-32.5% |
| Participant deferral / active EE | $4,747 | $6,440-26.3% | $5,506-13.8% | $6,341-25.1% |
| Admin fee / account holder | $20,553 | $13,259+55.0% | $10,280+99.9% | $12,309+67.0% |