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 | $290,563 | $88,751+227.4% | $81,812+255.2% | $145,922+99.1% |
| Participation rate | 95.2% | 75.0%+20.2pp | 72.3%+22.9pp | 80.3%+15.0pp |
| Annual return | 9.41% | 1025.40%-1016.0pp | 773.79%-764.4pp | 561.29%-551.9pp |
| Employer contribution / active EE | $16,577 | $3,083+437.6% | $2,912+469.2% | $4,660+255.8% |
| Participant deferral / active EE | $9,586 | $4,643+106.4% | $4,319+122.0% | $6,688+43.3% |
| Admin fee / account holder | $16,858 | $8,415+100.3% | $7,386+128.2% | $13,397+25.8% |