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 | $263,274 | $158,398+66.2% | $126,539+108.1% | $142,382+84.9% |
| Participation rate | 95.2% | 75.8%+19.4pp | 69.8%+25.4pp | 80.1%+15.1pp |
| Annual return | 8.18% | 593.76%-585.6pp | 425.95%-417.8pp | 217.08%-208.9pp |
| Employer contribution / active EE | $1,435 | $4,650-69.1% | $3,674-60.9% | $4,299-66.6% |
| Participant deferral / active EE | $11,817 | $4,767+147.9% | $4,083+189.4% | $6,507+81.6% |
| Admin fee / account holder | $106,017 | $6,918+1432.5% | $6,065+1648.1% | $12,624+739.8% |