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 | $336,060 | $228,332+47.2% | $185,823+80.8% | $158,922+111.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 3.61% | 40.80%-37.2pp | 35.95%-32.3pp | 302.83%-299.2pp |
| Employer contribution / active EE | $3,277 | $4,967-34.0% | $4,087-19.8% | $4,761-31.2% |
| Participant deferral / active EE | $2,786 | $6,415-56.6% | $5,632-50.5% | $5,982-53.4% |
| Admin fee / account holder | $24,793 | $11,864+109.0% | $9,500+161.0% | $11,246+120.5% |