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 | $279,323 | $214,378+30.3% | $200,582+39.3% | $142,382+96.2% |
| Participation rate | 95.0% | 87.4%+7.6pp | 86.9%+8.1pp | 80.1%+14.9pp |
| Annual return | 11.56% | 46.41%-34.8pp | 42.33%-30.8pp | 217.08%-205.5pp |
| Employer contribution / active EE | $2,633 | $6,841-61.5% | $6,419-59.0% | $4,299-38.8% |
| Participant deferral / active EE | $7,097 | $9,865-28.1% | $9,331-23.9% | $6,507+9.1% |
| Admin fee / account holder | $4,527 | $17,692-74.4% | $16,305-72.2% | $12,624-64.1% |