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 | $274,414 | $152,587+79.8% | $125,175+119.2% | $152,861+79.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 9.38% | 54.84%-45.5pp | 43.79%-34.4pp | 345.32%-335.9pp |
| Employer contribution / active EE | $6,000 | $4,946+21.3% | $3,865+55.2% | $4,762+26.0% |
| Participant deferral / active EE | $7,763 | $5,868+32.3% | $4,937+57.2% | $5,850+32.7% |
| Admin fee / account holder | $28,033 | $13,434+108.7% | $9,702+188.9% | $11,596+141.7% |