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 | $314,866 | $100,773+212.4% | $88,946+254.0% | $142,382+121.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 6.38% | 70.18%-63.8pp | 57.82%-51.4pp | 217.08%-210.7pp |
| Employer contribution / active EE | $2,288 | $2,918-21.6% | $2,555-10.5% | $4,299-46.8% |
| Participant deferral / active EE | $12,400 | $5,230+137.1% | $4,581+170.7% | $6,507+90.6% |
| Admin fee / account holder | $9,653 | $9,693-0.4% | $8,261+16.9% | $12,624-23.5% |