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 | $357,990 | $74,888+378.0% | $71,209+402.7% | $142,382+151.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 8.44% | 345.14%-336.7pp | 282.51%-274.1pp | 217.08%-208.6pp |
| Employer contribution / active EE | $7,273 | $2,854+154.8% | $2,721+167.3% | $4,299+69.2% |
| Participant deferral / active EE | $3,988 | $4,454-10.5% | $4,175-4.5% | $6,507-38.7% |
| Admin fee / account holder | $28,318 | $5,568+408.6% | $5,349+429.4% | $12,624+124.3% |