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 | $373,351 | $209,411+78.3% | $178,490+109.2% | $158,922+134.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.87% | 188.75%-183.9pp | 151.07%-146.2pp | 302.83%-298.0pp |
| Employer contribution / active EE | $12,421 | $5,706+117.7% | $5,011+147.9% | $4,761+160.9% |
| Participant deferral / active EE | $6,568 | $5,954+10.3% | $5,202+26.3% | $5,982+9.8% |
| Admin fee / account holder | $214,980 | $17,074+1159.1% | $13,984+1437.3% | $11,246+1811.7% |