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 | $265,934 | $157,256+69.1% | $141,162+88.4% | $152,861+74.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 10.44% | 64.32%-53.9pp | 71.39%-60.9pp | 345.32%-334.9pp |
| Employer contribution / active EE | $9,432 | $5,261+79.3% | $4,735+99.2% | $4,762+98.1% |
| Participant deferral / active EE | $8,100 | $7,109+13.9% | $6,709+20.7% | $5,850+38.5% |
| Admin fee / account holder | $1,759 | $12,120-85.5% | $10,261-82.9% | $11,596-84.8% |