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 4-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 | $408,829 | $159,602+156.2% | $150,045+172.5% | $142,382+187.1% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 7.23% | 70.24%-63.0pp | 62.55%-55.3pp | 217.08%-209.8pp |
| Employer contribution / active EE | $9,857 | $4,961+98.7% | $4,693+110.0% | $4,299+129.3% |
| Participant deferral / active EE | $5,743 | $8,310-30.9% | $7,997-28.2% | $6,507-11.7% |
| Admin fee / account holder | $1,412 | $14,846-90.5% | $13,435-89.5% | $12,624-88.8% |