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 | $261,324 | $157,256+66.2% | $141,162+85.1% | $152,861+71.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 12.30% | 64.32%-52.0pp | 71.39%-59.1pp | 345.32%-333.0pp |
| Employer contribution / active EE | $4,178 | $5,261-20.6% | $4,735-11.8% | $4,762-12.3% |
| Participant deferral / active EE | $11,184 | $7,109+57.3% | $6,709+66.7% | $5,850+91.2% |
| Admin fee / account holder | $2,003 | $12,120-83.5% | $10,261-80.5% | $11,596-82.7% |