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 | $529,176 | $214,378+146.8% | $200,582+163.8% | $142,382+271.7% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 11.62% | 46.41%-34.8pp | 42.33%-30.7pp | 217.08%-205.5pp |
| Employer contribution / active EE | $4,545 | $6,841-33.6% | $6,419-29.2% | $4,299+5.7% |
| Participant deferral / active EE | $14,283 | $9,865+44.8% | $9,331+53.1% | $6,507+119.5% |
| Admin fee / account holder | $21,931 | $17,692+24.0% | $16,305+34.5% | $12,624+73.7% |