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 3-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 | $615,988 | $214,378+187.3% | $200,582+207.1% | $142,382+332.6% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 7.19% | 46.41%-39.2pp | 42.33%-35.1pp | 217.08%-209.9pp |
| Employer contribution / active EE | $14,840 | $6,841+116.9% | $6,419+131.2% | $4,299+245.2% |
| Participant deferral / active EE | $12,750 | $9,865+29.2% | $9,331+36.6% | $6,507+95.9% |
| Admin fee / account holder | $10,333 | $17,692-41.6% | $16,305-36.6% | $12,624-18.1% |