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 | $296,871 | $179,726+65.2% | $156,263+90.0% | $142,382+108.5% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 6.21% | 77.86%-71.6pp | 59.47%-53.3pp | 217.08%-210.9pp |
| Employer contribution / active EE | $2,427 | $5,069-52.1% | $4,333-44.0% | $4,299-43.5% |
| Participant deferral / active EE | $6,056 | $6,956-12.9% | $6,158-1.7% | $6,507-6.9% |
| Admin fee / account holder | $12,260 | $17,272-29.0% | $14,255-14.0% | $12,624-2.9% |