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 | $397,117 | $159,602+148.8% | $150,045+164.7% | $142,382+178.9% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 11.81% | 70.24%-58.4pp | 62.55%-50.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $17,545 | $4,961+253.7% | $4,693+273.8% | $4,299+308.1% |
| Participant deferral / active EE | $0 | $8,310-100.0% | $7,997-100.0% | $6,507-100.0% |
| Admin fee / account holder | $3,014 | $14,846-79.7% | $13,435-77.6% | $12,624-76.1% |