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 | $342,212 | $172,111+98.8% | $150,298+127.7% | $137,256+149.3% |
| Participation rate | 77.3% | 81.7%-4.4pp | 77.8%-0.5pp | 80.0%-2.7pp |
| Annual return | 9.35% | 69.37%-60.0pp | 62.79%-53.4pp | 220.34%-211.0pp |
| Employer contribution / active EE | $18,908 | $4,636+307.8% | $4,154+355.2% | $4,156+355.0% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $6,366 | $16,471-61.4% | $14,116-54.9% | $12,270-48.1% |