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 | $271,949 | $88,751+206.4% | $81,812+232.4% | $145,922+86.4% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | 9.42% | 1025.40%-1016.0pp | 773.79%-764.4pp | 561.29%-551.9pp |
| Employer contribution / active EE | $3,711 | $3,083+20.4% | $2,912+27.4% | $4,660-20.4% |
| Participant deferral / active EE | $14,893 | $4,643+220.7% | $4,319+244.8% | $6,688+122.7% |
| Admin fee / account holder | $106,172 | $8,415+1161.6% | $7,386+1337.5% | $13,397+692.5% |