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 | $386,629 | $88,751+335.6% | $81,812+372.6% | $145,922+165.0% |
| Participation rate | 70.8% | 75.0%-4.2pp | 72.3%-1.5pp | 80.3%-9.4pp |
| Annual return | 8.11% | 1025.40%-1017.3pp | 773.79%-765.7pp | 561.29%-553.2pp |
| Employer contribution / active EE | $2,777 | $3,083-9.9% | $2,912-4.6% | $4,660-40.4% |
| Participant deferral / active EE | $7,380 | $4,643+58.9% | $4,319+70.9% | $6,688+10.3% |
| Admin fee / account holder | $44,198 | $8,415+425.2% | $7,386+498.4% | $13,397+229.9% |