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 | $284,518 | $162,781+74.8% | $133,956+112.4% | $158,922+79.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 2.10% | 41.94%-39.8pp | 45.09%-43.0pp | 302.83%-300.7pp |
| Employer contribution / active EE | $4,596 | $4,975-7.6% | $3,919+17.3% | $4,761-3.5% |
| Participant deferral / active EE | $12,808 | $5,911+116.7% | $5,048+153.7% | $5,982+114.1% |
| Admin fee / account holder | $55,606 | $11,736+373.8% | $8,927+522.9% | $11,246+394.5% |