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 | $313,476 | $214,378+46.2% | $200,582+56.3% | $142,382+120.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 7.83% | 46.41%-38.6pp | 42.33%-34.5pp | 217.08%-209.2pp |
| Employer contribution / active EE | $5,857 | $6,841-14.4% | $6,419-8.7% | $4,299+36.2% |
| Participant deferral / active EE | $17,283 | $9,865+75.2% | $9,331+85.2% | $6,507+165.6% |
| Admin fee / account holder | $23,134 | $17,692+30.8% | $16,305+41.9% | $12,624+83.3% |