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 | $407,525 | $57,281+611.5% | $86,612+370.5% | $75,163+442.2% |
| Participation rate | 71.4% | 63.2%+8.2pp | 71.7%-0.3pp | 67.2%+4.2pp |
| Annual return | 8.47% | 2670.75%-2662.3pp | 591.07%-582.6pp | 160.62%-152.1pp |
| Employer contribution / active EE | $2,594 | $2,314+12.1% | $3,022-14.2% | $2,670-2.8% |
| Participant deferral / active EE | $6,950 | $3,318+109.5% | $4,438+56.6% | $4,125+68.5% |
| Admin fee / account holder | $47,806 | $4,112+1062.6% | $5,614+751.5% | $5,651+746.0% |