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 | $304,024 | $177,572+71.2% | $154,803+96.4% | $142,382+113.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.33% | 65.07%-56.7pp | 58.88%-50.6pp | 217.08%-208.7pp |
| Employer contribution / active EE | $6,003 | $4,810+24.8% | $4,305+39.4% | $4,299+39.6% |
| Participant deferral / active EE | $2,642 | $6,272-57.9% | $5,540-52.3% | $6,507-59.4% |
| Admin fee / account holder | $16,571 | $16,786-1.3% | $14,329+15.6% | $12,624+31.3% |