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 | $405,460 | $106,515+280.7% | $96,683+319.4% | $139,434+190.8% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 8.91% | 38.43%-29.5pp | 35.69%-26.8pp | 372.94%-364.0pp |
| Employer contribution / active EE | $2,572 | $4,103-37.3% | $3,737-31.2% | $4,751-45.9% |
| Participant deferral / active EE | $3,685 | $5,454-32.4% | $4,878-24.5% | $6,710-45.1% |
| Admin fee / account holder | $21,396 | $7,877+171.6% | $6,730+217.9% | $11,403+87.6% |