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 | $272,260 | $198,466+37.2% | $170,442+59.7% | $147,584+84.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.72% | 257.29%-248.6pp | 205.93%-197.2pp | 578.55%-569.8pp |
| Employer contribution / active EE | $3,136 | $6,184-49.3% | $5,433-42.3% | $4,876-35.7% |
| Participant deferral / active EE | $3,422 | $5,629-39.2% | $4,939-30.7% | $5,439-37.1% |
| Admin fee / account holder | $1,690 | $16,852-90.0% | $13,880-87.8% | $10,885-84.5% |