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 | $254,469 | $159,602+59.4% | $150,045+69.6% | $142,382+78.7% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 8.51% | 70.24%-61.7pp | 62.55%-54.0pp | 217.08%-208.6pp |
| Employer contribution / active EE | $12,479 | $4,961+151.6% | $4,693+165.9% | $4,299+190.3% |
| Participant deferral / active EE | $8,848 | $8,310+6.5% | $7,997+10.6% | $6,507+36.0% |
| Admin fee / account holder | $30,407 | $14,846+104.8% | $13,435+126.3% | $12,624+140.9% |