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 9-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 | $254,418 | $70,669+260.0% | $169,368+50.2% | $75,163+238.5% |
| Participation rate | 97.0% | 64.8%+32.2pp | 77.1%+19.8pp | 67.2%+29.8pp |
| Annual return | 8.32% | 36.36%-28.0pp | 405.60%-397.3pp | 160.62%-152.3pp |
| Employer contribution / active EE | $2,418 | $2,211+9.4% | $4,013-39.7% | $2,670-9.4% |
| Participant deferral / active EE | $7,481 | $4,311+73.5% | $6,221+20.2% | $4,125+81.3% |
| Admin fee / account holder | $13,809 | $5,402+155.6% | $9,003+53.4% | $5,651+144.4% |