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 | $361,797 | $89,753+303.1% | $107,525+236.5% | $84,808+326.6% |
| Participation rate | 74.4% | 68.1%+6.4pp | 75.1%-0.7pp | 68.3%+6.1pp |
| Annual return | 10.91% | 29.48%-18.6pp | 181.32%-170.4pp | 40.90%-30.0pp |
| Employer contribution / active EE | $21,170 | $3,113+579.9% | $3,754+464.0% | $2,631+704.6% |
| Participant deferral / active EE | $2,331 | $4,056-42.5% | $5,116-54.4% | $4,212-44.6% |
| Admin fee / account holder | $7,512 | $7,222+4.0% | $8,919-15.8% | $7,344+2.3% |