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 | $396,645 | $165,335+139.9% | $149,696+165.0% | $158,922+149.6% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 5.49% | 348.15%-342.7pp | 276.60%-271.1pp | 302.83%-297.3pp |
| Employer contribution / active EE | $8,280 | $5,103+62.3% | $4,644+78.3% | $4,761+73.9% |
| Participant deferral / active EE | $9,234 | $7,181+28.6% | $6,842+35.0% | $5,982+54.4% |
| Admin fee / account holder | $20,565 | $10,807+90.3% | $9,309+120.9% | $11,246+82.9% |