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 | $705,139 | $154,228+357.2% | $145,433+384.9% | $137,256+413.7% |
| Participation rate | 95.5% | 83.8%+11.7pp | 82.1%+13.3pp | 80.0%+15.5pp |
| Annual return | 11.70% | 74.59%-62.9pp | 66.58%-54.9pp | 220.34%-208.6pp |
| Employer contribution / active EE | $5,275 | $4,804+9.8% | $4,554+15.8% | $4,156+26.9% |
| Participant deferral / active EE | $25,585 | $8,216+211.4% | $7,897+224.0% | $6,407+299.3% |
| Admin fee / account holder | $55,487 | $14,344+286.8% | $13,129+322.6% | $12,270+352.2% |