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 | $262,875 | $159,934+64.4% | $147,005+78.8% | $145,959+80.1% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 9.13% | 98.24%-89.1pp | 418.76%-409.6pp | 561.95%-552.8pp |
| Employer contribution / active EE | $3,967 | $5,287-25.0% | $4,934-19.6% | $4,661-14.9% |
| Participant deferral / active EE | $6,729 | $8,427-20.1% | $8,070-16.6% | $6,689+0.6% |
| Admin fee / account holder | $486 | $15,053-96.8% | $13,006-96.3% | $13,398-96.4% |