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 | $375,419 | $117,859+218.5% | $102,438+266.5% | $145,959+157.2% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 5.73% | 31.72%-26.0pp | 29.37%-23.6pp | 561.95%-556.2pp |
| Employer contribution / active EE | $1,431 | $3,615-60.4% | $3,024-52.7% | $4,661-69.3% |
| Participant deferral / active EE | $3,086 | $5,732-46.2% | $5,054-38.9% | $6,689-53.9% |
| Admin fee / account holder | $2,043 | $13,318-84.7% | $9,448-78.4% | $13,398-84.8% |