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 5-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 | $252,760 | $96,635+161.6% | $86,612+191.8% | $139,434+81.3% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 9.60% | 106.41%-96.8pp | 591.07%-581.5pp | 372.94%-363.3pp |
| Employer contribution / active EE | $2,963 | $3,263-9.2% | $3,022-2.0% | $4,751-37.6% |
| Participant deferral / active EE | $6,840 | $4,836+41.4% | $4,438+54.1% | $6,710+1.9% |
| Admin fee / account holder | $2,403 | $6,408-62.5% | $5,614-57.2% | $11,403-78.9% |