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 | $304,357 | $157,256+93.5% | $141,162+115.6% | $152,861+99.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 10.98% | 64.32%-53.3pp | 71.39%-60.4pp | 345.32%-334.3pp |
| Employer contribution / active EE | $15,244 | $5,261+189.8% | $4,735+221.9% | $4,762+220.1% |
| Participant deferral / active EE | $12,415 | $7,109+74.6% | $6,709+85.0% | $5,850+112.2% |
| Admin fee / account holder | $4,569 | $12,120-62.3% | $10,261-55.5% | $11,596-60.6% |