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 | $259,312 | $214,378+21.0% | $200,582+29.3% | $142,382+82.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.03% | 46.41%-37.4pp | 42.33%-33.3pp | 217.08%-208.0pp |
| Employer contribution / active EE | $8,564 | $6,841+25.2% | $6,419+33.4% | $4,299+99.2% |
| Participant deferral / active EE | $4,895 | $9,865-50.4% | $9,331-47.5% | $6,507-24.8% |
| Admin fee / account holder | $94,517 | $17,692+434.2% | $16,305+479.7% | $12,624+648.7% |