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 | $261,367 | $177,572+47.2% | $154,803+68.8% | $142,382+83.6% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 10.86% | 65.07%-54.2pp | 58.88%-48.0pp | 217.08%-206.2pp |
| Employer contribution / active EE | $7,734 | $4,810+60.8% | $4,305+79.6% | $4,299+79.9% |
| Participant deferral / active EE | $5,972 | $6,272-4.8% | $5,540+7.8% | $6,507-8.2% |
| Admin fee / account holder | $2,508 | $16,786-85.1% | $14,329-82.5% | $12,624-80.1% |