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 | $291,018 | $132,634+119.4% | $115,768+151.4% | $137,256+112.0% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.4%+11.3pp | 80.0%+5.8pp |
| Annual return | 8.01% | 160.70%-152.7pp | 100.46%-92.5pp | 220.34%-212.3pp |
| Employer contribution / active EE | $1,452 | $3,360-56.8% | $2,940-50.6% | $4,156-65.1% |
| Participant deferral / active EE | $2,662 | $5,619-52.6% | $4,917-45.9% | $6,407-58.5% |
| Admin fee / account holder | $9,122 | $15,028-39.3% | $12,439-26.7% | $12,270-25.7% |