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 | $111,535+211.2% | $105,223+229.9% | $137,256+152.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 6.96% | 237.85%-230.9pp | 180.65%-173.7pp | 220.34%-213.4pp |
| Employer contribution / active EE | $10,052 | $3,939+155.2% | $3,689+172.5% | $4,156+141.9% |
| Participant deferral / active EE | $13,625 | $5,500+147.7% | $5,072+168.6% | $6,407+112.7% |
| Admin fee / account holder | $3,052 | $9,721-68.6% | $8,859-65.5% | $12,270-75.1% |