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 | $356,750 | $165,335+115.8% | $149,696+138.3% | $158,922+124.5% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 7.46% | 348.15%-340.7pp | 276.60%-269.1pp | 302.83%-295.4pp |
| Employer contribution / active EE | $913 | $5,103-82.1% | $4,644-80.4% | $4,761-80.8% |
| Participant deferral / active EE | $10,580 | $7,181+47.3% | $6,842+54.6% | $5,982+76.9% |
| Admin fee / account holder | $35,014 | $10,807+224.0% | $9,309+276.1% | $11,246+211.4% |