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 | $262,704 | $74,888+250.8% | $71,209+268.9% | $142,382+84.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 8.62% | 345.14%-336.5pp | 282.51%-273.9pp | 217.08%-208.5pp |
| Employer contribution / active EE | $1,926 | $2,854-32.5% | $2,721-29.2% | $4,299-55.2% |
| Participant deferral / active EE | $12,917 | $4,454+190.0% | $4,175+209.4% | $6,507+98.5% |
| Admin fee / account holder | $171,576 | $5,568+2981.3% | $5,349+3107.8% | $12,624+1259.2% |