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 | $384,423 | $214,378+79.3% | $200,582+91.7% | $142,382+170.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 6.88% | 46.41%-39.5pp | 42.33%-35.4pp | 217.08%-210.2pp |
| Employer contribution / active EE | $5,298 | $6,841-22.6% | $6,419-17.5% | $4,299+23.2% |
| Participant deferral / active EE | $25,021 | $9,865+153.6% | $9,331+168.1% | $6,507+284.5% |
| Admin fee / account holder | $497 | $17,692-97.2% | $16,305-97.0% | $12,624-96.1% |