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 | $277,731 | $157,256+76.6% | $141,162+96.7% | $152,861+81.7% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.4%+10.4pp |
| Annual return | 13.84% | 64.32%-50.5pp | 71.39%-57.6pp | 345.32%-331.5pp |
| Employer contribution / active EE | $2,607 | $5,261-50.5% | $4,735-45.0% | $4,762-45.3% |
| Participant deferral / active EE | $6,110 | $7,109-14.1% | $6,709-8.9% | $5,850+4.4% |
| Admin fee / account holder | $23,404 | $12,120+93.1% | $10,261+128.1% | $11,596+101.8% |