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 | $358,345 | $159,602+124.5% | $150,045+138.8% | $142,382+151.7% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 10.40% | 70.24%-59.8pp | 62.55%-52.1pp | 217.08%-206.7pp |
| Employer contribution / active EE | $1,149 | $4,961-76.8% | $4,693-75.5% | $4,299-73.3% |
| Participant deferral / active EE | $9,199 | $8,310+10.7% | $7,997+15.0% | $6,507+41.4% |
| Admin fee / account holder | $112,169 | $14,846+655.5% | $13,435+734.9% | $12,624+788.6% |