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 8-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 | $399,540 | $104,974+280.6% | $95,585+318.0% | $142,382+180.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 9.29% | 210.33%-201.0pp | 38.56%-29.3pp | 217.08%-207.8pp |
| Employer contribution / active EE | $1,840 | $2,779-33.8% | $2,527-27.2% | $4,299-57.2% |
| Participant deferral / active EE | $6,240 | $4,352+43.4% | $4,023+55.1% | $6,507-4.1% |
| Admin fee / account holder | $5,237 | $6,386-18.0% | $6,127-14.5% | $12,624-58.5% |