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 | $388,648 | $209,336+85.7% | $197,124+97.2% | $137,256+183.2% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 7.57% | 48.09%-40.5pp | 44.34%-36.8pp | 220.34%-212.8pp |
| Employer contribution / active EE | $10,110 | $6,591+53.4% | $6,227+62.3% | $4,156+143.3% |
| Participant deferral / active EE | $11,198 | $9,614+16.5% | $9,135+22.6% | $6,407+74.8% |
| Admin fee / account holder | $66,285 | $17,308+283.0% | $16,298+306.7% | $12,270+440.2% |