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 | $307,375 | $111,754+175.0% | $103,333+197.5% | $145,922+110.6% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 8.57% | 24.77%-16.2pp | 24.88%-16.3pp | 561.29%-552.7pp |
| Employer contribution / active EE | $6,861 | $4,212+62.9% | $3,868+77.4% | $4,660+47.2% |
| Participant deferral / active EE | $17,562 | $5,619+212.6% | $5,057+247.3% | $6,688+162.6% |
| Admin fee / account holder | $19,244 | $9,750+97.4% | $8,355+130.3% | $13,397+43.6% |