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 | $324,664 | $159,602+103.4% | $150,045+116.4% | $142,382+128.0% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 5.79% | 70.24%-64.4pp | 62.55%-56.8pp | 217.08%-211.3pp |
| Employer contribution / active EE | $1,422 | $4,961-71.3% | $4,693-69.7% | $4,299-66.9% |
| Participant deferral / active EE | $14,225 | $8,310+71.2% | $7,997+77.9% | $6,507+118.6% |
| Admin fee / account holder | $164,880 | $14,846+1010.6% | $13,435+1127.3% | $12,624+1206.1% |