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 | $308,868 | $109,881+181.1% | $150,045+105.8% | $84,808+264.2% |
| Participation rate | 74.4% | 76.1%-1.7pp | 82.3%-8.0pp | 68.3%+6.0pp |
| Annual return | 11.83% | 28.25%-16.4pp | 62.55%-50.7pp | 40.90%-29.1pp |
| Employer contribution / active EE | $1,337 | $3,561-62.4% | $4,693-71.5% | $2,631-49.2% |
| Participant deferral / active EE | $7,703 | $6,636+16.1% | $7,997-3.7% | $4,212+82.9% |
| Admin fee / account holder | $42,335 | $8,568+394.1% | $13,435+215.1% | $7,344+476.5% |