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 | $567,528 | $157,256+260.9% | $141,162+302.0% | $152,861+271.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 10.06% | 64.32%-54.3pp | 71.39%-61.3pp | 345.32%-335.3pp |
| Employer contribution / active EE | $8,389 | $5,261+59.5% | $4,735+77.2% | $4,762+76.2% |
| Participant deferral / active EE | $6,480 | $7,109-8.9% | $6,709-3.4% | $5,850+10.8% |
| Admin fee / account holder | $11,052 | $12,120-8.8% | $10,261+7.7% | $11,596-4.7% |