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 | $252,660 | $214,378+17.9% | $200,582+26.0% | $142,382+77.5% |
| Participation rate | 95.7% | 87.4%+8.2pp | 86.9%+8.8pp | 80.1%+15.5pp |
| Annual return | 10.82% | 46.41%-35.6pp | 42.33%-31.5pp | 217.08%-206.3pp |
| Employer contribution / active EE | $2,904 | $6,841-57.6% | $6,419-54.8% | $4,299-32.5% |
| Participant deferral / active EE | $5,430 | $9,865-45.0% | $9,331-41.8% | $6,507-16.6% |
| Admin fee / account holder | $29,188 | $17,692+65.0% | $16,305+79.0% | $12,624+131.2% |