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 4-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 | $302,173 | $86,891+247.8% | $142,449+112.1% | $75,163+302.0% |
| Participation rate | 82.8% | 68.5%+14.2pp | 76.8%+6.0pp | 67.2%+15.6pp |
| Annual return | 4.43% | 23.31%-18.9pp | 19.99%-15.6pp | 160.62%-156.2pp |
| Employer contribution / active EE | $4,231 | $3,355+26.1% | $4,847-12.7% | $2,670+58.5% |
| Participant deferral / active EE | $6,983 | $4,938+41.4% | $6,283+11.1% | $4,125+69.3% |
| Admin fee / account holder | $14,728 | $7,299+101.8% | $10,011+47.1% | $5,651+160.6% |