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 4-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 | $347,130 | $114,381+203.5% | $107,525+222.8% | $142,382+143.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 6.96% | 242.71%-235.7pp | 181.32%-174.4pp | 217.08%-210.1pp |
| Employer contribution / active EE | $10,052 | $4,015+150.4% | $3,754+167.8% | $4,299+133.8% |
| Participant deferral / active EE | $13,625 | $5,564+144.9% | $5,116+166.3% | $6,507+109.4% |
| Admin fee / account holder | $3,052 | $9,860-69.0% | $8,919-65.8% | $12,624-75.8% |