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 | $406,645 | $159,602+154.8% | $150,045+171.0% | $142,382+185.6% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 7.19% | 70.24%-63.0pp | 62.55%-55.4pp | 217.08%-209.9pp |
| Employer contribution / active EE | $2,017 | $4,961-59.3% | $4,693-57.0% | $4,299-53.1% |
| Participant deferral / active EE | $10,657 | $8,310+28.2% | $7,997+33.3% | $6,507+63.8% |
| Admin fee / account holder | $56,427 | $14,846+280.1% | $13,435+320.0% | $12,624+347.0% |