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 | $300,142 | $159,602+88.1% | $150,045+100.0% | $142,382+110.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 11.40% | 70.24%-58.8pp | 62.55%-51.1pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,158 | $4,961-56.5% | $4,693-54.0% | $4,299-49.8% |
| Participant deferral / active EE | $6,055 | $8,310-27.1% | $7,997-24.3% | $6,507-6.9% |
| Admin fee / account holder | $198,743 | $14,846+1238.7% | $13,435+1379.3% | $12,624+1474.4% |