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 | $347,433 | $202,318+71.7% | $172,739+101.1% | $152,861+127.3% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 8.22% | 1029.65%-1021.4pp | 802.84%-794.6pp | 345.32%-337.1pp |
| Employer contribution / active EE | $3,119 | $5,856-46.7% | $5,143-39.3% | $4,762-34.5% |
| Participant deferral / active EE | $7,143 | $5,948+20.1% | $5,198+37.4% | $5,850+22.1% |
| Admin fee / account holder | $466 | $17,109-97.3% | $13,954-96.7% | $11,596-96.0% |