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 | $566,604 | $183,519+208.7% | $155,509+264.4% | $145,922+288.3% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 7.98% | 61.17%-53.2pp | 64.67%-56.7pp | 561.29%-553.3pp |
| Employer contribution / active EE | $2,481 | $5,313-53.3% | $4,672-46.9% | $4,660-46.8% |
| Participant deferral / active EE | $11,270 | $6,462+74.4% | $5,626+100.3% | $6,688+68.5% |
| Admin fee / account holder | $14,023 | $19,313-27.4% | $15,912-11.9% | $13,397+4.7% |