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 | $362,466 | $114,381+216.9% | $107,525+237.1% | $142,382+154.6% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 7.51% | 242.71%-235.2pp | 181.32%-173.8pp | 217.08%-209.6pp |
| Employer contribution / active EE | $3,074 | $4,015-23.4% | $3,754-18.1% | $4,299-28.5% |
| Participant deferral / active EE | $10,480 | $5,564+88.3% | $5,116+104.9% | $6,507+61.1% |
| Admin fee / account holder | $14,573 | $9,860+47.8% | $8,919+63.4% | $12,624+15.4% |