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 | $511,560 | $117,983+333.6% | $101,794+402.5% | $142,382+259.3% |
| Participation rate | 81.0% | 74.2%+6.7pp | 69.2%+11.8pp | 80.1%+0.8pp |
| Annual return | 8.25% | 36.92%-28.7pp | 30.53%-22.3pp | 217.08%-208.8pp |
| Employer contribution / active EE | $2,853 | $2,773+2.9% | $2,289+24.6% | $4,299-33.6% |
| Participant deferral / active EE | $6,083 | $4,714+29.0% | $4,084+48.9% | $6,507-6.5% |
| Admin fee / account holder | $12,826 | $10,433+22.9% | $8,777+46.1% | $12,624+1.6% |