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 | $328,250 | $177,572+84.9% | $154,803+112.0% | $142,382+130.5% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 9.52% | 65.07%-55.5pp | 58.88%-49.4pp | 217.08%-207.6pp |
| Employer contribution / active EE | $1,449 | $4,810-69.9% | $4,305-66.3% | $4,299-66.3% |
| Participant deferral / active EE | $3,925 | $6,272-37.4% | $5,540-29.2% | $6,507-39.7% |
| Admin fee / account holder | $16,821 | $16,786+0.2% | $14,329+17.4% | $12,624+33.2% |