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 | $316,975 | $209,336+51.4% | $197,124+60.8% | $137,256+130.9% |
| Participation rate | 95.0% | 87.3%+7.7pp | 86.7%+8.3pp | 80.0%+15.0pp |
| Annual return | 10.13% | 48.09%-38.0pp | 44.34%-34.2pp | 220.34%-210.2pp |
| Employer contribution / active EE | $5,300 | $6,591-19.6% | $6,227-14.9% | $4,156+27.5% |
| Participant deferral / active EE | $10,214 | $9,614+6.2% | $9,135+11.8% | $6,407+59.4% |
| Admin fee / account holder | $31,089 | $17,308+79.6% | $16,298+90.8% | $12,270+153.4% |