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 | $303,848 | $177,572+71.1% | $154,803+96.3% | $142,382+113.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.41% | 65.07%-56.7pp | 58.88%-50.5pp | 217.08%-208.7pp |
| Employer contribution / active EE | $2,471 | $4,810-48.6% | $4,305-42.6% | $4,299-42.5% |
| Participant deferral / active EE | $10,387 | $6,272+65.6% | $5,540+87.5% | $6,507+59.6% |
| Admin fee / account holder | $428,354 | $16,786+2451.9% | $14,329+2889.4% | $12,624+3293.2% |