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 | $262,180 | $183,963+42.5% | $162,163+61.7% | $152,861+71.5% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.6%+2.4pp | 82.4%+7.6pp |
| Annual return | 1.87% | 150.76%-148.9pp | 115.59%-113.7pp | 345.32%-343.5pp |
| Employer contribution / active EE | $2,501 | $6,371-60.7% | $5,614-55.4% | $4,762-47.5% |
| Participant deferral / active EE | $7,797 | $8,034-3.0% | $7,298+6.8% | $5,850+33.3% |
| Admin fee / account holder | $16,459 | $13,121+25.4% | $10,843+51.8% | $11,596+41.9% |