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 | $402,882 | $165,335+143.7% | $149,696+169.1% | $158,922+153.5% |
| Participation rate | 72.2% | 84.6%-12.3pp | 82.5%-10.3pp | 82.0%-9.7pp |
| Annual return | 6.27% | 348.15%-341.9pp | 276.60%-270.3pp | 302.83%-296.6pp |
| Employer contribution / active EE | $4,761 | $5,103-6.7% | $4,644+2.5% | $4,7610% |
| Participant deferral / active EE | $12,346 | $7,181+71.9% | $6,842+80.5% | $5,982+106.4% |
| Admin fee / account holder | $2,898 | $10,807-73.2% | $9,309-68.9% | $11,246-74.2% |