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 | $477,580 | $159,602+199.2% | $150,045+218.3% | $142,382+235.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 8.10% | 70.24%-62.1pp | 62.55%-54.4pp | 217.08%-209.0pp |
| Employer contribution / active EE | $2,562 | $4,961-48.3% | $4,693-45.4% | $4,299-40.4% |
| Participant deferral / active EE | $10,614 | $8,310+27.7% | $7,997+32.7% | $6,507+63.1% |
| Admin fee / account holder | $1,134 | $14,846-92.4% | $13,435-91.6% | $12,624-91.0% |