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 | $265,745 | $201,272+32.0% | $184,203+44.3% | $145,922+82.1% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 6.06% | 29.00%-22.9pp | 28.81%-22.8pp | 561.29%-555.2pp |
| Employer contribution / active EE | $4,602 | $7,022-34.5% | $6,427-28.4% | $4,660-1.2% |
| Participant deferral / active EE | $10,798 | $9,806+10.1% | $9,131+18.3% | $6,688+61.5% |
| Admin fee / account holder | $43,121 | $16,364+163.5% | $13,901+210.2% | $13,397+221.9% |