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 | $266,119 | $117,841+125.8% | $102,423+159.8% | $145,922+82.4% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.8pp |
| Annual return | 8.28% | 31.65%-23.4pp | 29.32%-21.0pp | 561.29%-553.0pp |
| Employer contribution / active EE | $2,442 | $3,615-32.5% | $3,023-19.2% | $4,660-47.6% |
| Participant deferral / active EE | $4,467 | $5,731-22.1% | $5,053-11.6% | $6,688-33.2% |
| Admin fee / account holder | $21,732 | $13,326+63.1% | $9,451+130.0% | $13,397+62.2% |