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 | $293,800 | $172,111+70.7% | $150,298+95.5% | $137,256+114.1% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 7.31% | 69.37%-62.1pp | 62.79%-55.5pp | 220.34%-213.0pp |
| Employer contribution / active EE | $1,971 | $4,636-57.5% | $4,154-52.6% | $4,156-52.6% |
| Participant deferral / active EE | $8,396 | $6,166+36.2% | $5,453+54.0% | $6,407+31.1% |
| Admin fee / account holder | $56,009 | $16,471+240.0% | $14,116+296.8% | $12,270+356.5% |