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 | $257,007 | $117,841+118.1% | $102,423+150.9% | $145,922+76.1% |
| Participation rate | 76.2% | 78.6%-2.4pp | 76.5%-0.3pp | 80.3%-4.1pp |
| Annual return | 7.50% | 31.65%-24.2pp | 29.32%-21.8pp | 561.29%-553.8pp |
| Employer contribution / active EE | $2,766 | $3,615-23.5% | $3,023-8.5% | $4,660-40.6% |
| Participant deferral / active EE | $7,981 | $5,731+39.3% | $5,053+57.9% | $6,688+19.3% |
| Admin fee / account holder | $14,032 | $13,326+5.3% | $9,451+48.5% | $13,397+4.7% |