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 | $253,699 | $157,256+61.3% | $141,162+79.7% | $152,861+66.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 2.87% | 64.32%-61.5pp | 71.39%-68.5pp | 345.32%-342.5pp |
| Employer contribution / active EE | $1,547 | $5,261-70.6% | $4,735-67.3% | $4,762-67.5% |
| Participant deferral / active EE | $6,832 | $7,109-3.9% | $6,709+1.8% | $5,850+16.8% |
| Admin fee / account holder | $3,399 | $12,120-72.0% | $10,261-66.9% | $11,596-70.7% |