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 | $172,111+76.5% | $150,298+102.2% | $137,256+121.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 8.41% | 69.37%-61.0pp | 62.79%-54.4pp | 220.34%-211.9pp |
| Employer contribution / active EE | $2,471 | $4,636-46.7% | $4,154-40.5% | $4,156-40.6% |
| Participant deferral / active EE | $10,387 | $6,166+68.5% | $5,453+90.5% | $6,407+62.1% |
| Admin fee / account holder | $428,354 | $16,471+2500.7% | $14,116+2934.6% | $12,270+3391.0% |