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 | $316,690 | $117,983+168.4% | $101,794+211.1% | $142,382+122.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 5.21% | 36.92%-31.7pp | 30.53%-25.3pp | 217.08%-211.9pp |
| Employer contribution / active EE | $2,245 | $2,773-19.0% | $2,289-1.9% | $4,299-47.8% |
| Participant deferral / active EE | $14,474 | $4,714+207.1% | $4,084+254.4% | $6,507+122.4% |
| Admin fee / account holder | $22,364 | $10,433+114.4% | $8,777+154.8% | $12,624+77.2% |