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 | $476,023 | $238,490+99.6% | $180,183+164.2% | $142,382+234.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 9.28% | 33.56%-24.3pp | 27.86%-18.6pp | 217.08%-207.8pp |
| Employer contribution / active EE | $2,133 | $6,143-65.3% | $5,039-57.7% | $4,299-50.4% |
| Participant deferral / active EE | $14,274 | $7,996+78.5% | $6,822+109.2% | $6,507+119.3% |
| Admin fee / account holder | $4,532 | $28,866-84.3% | $19,975-77.3% | $12,624-64.1% |