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 | $346,712 | $179,726+92.9% | $156,263+121.9% | $142,382+143.5% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.9%-1.1pp | 80.1%-2.3pp |
| Annual return | 8.99% | 77.86%-68.9pp | 59.47%-50.5pp | 217.08%-208.1pp |
| Employer contribution / active EE | $34,356 | $5,069+577.7% | $4,333+692.9% | $4,299+699.2% |
| Participant deferral / active EE | $10,983 | $6,956+57.9% | $6,158+78.3% | $6,507+68.8% |
| Admin fee / account holder | $404 | $17,272-97.7% | $14,255-97.2% | $12,624-96.8% |