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 | $441,092 | $181,894+142.5% | $156,549+181.8% | $273,961+61.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -8.57% | 30.74%-39.3pp | 32.23%-40.8pp | 41.45%-50.0pp |
| Employer contribution / active EE | $8,301 | $6,248+32.9% | $5,501+50.9% | $4,869+70.5% |
| Participant deferral / active EE | $10,128 | $5,550+82.5% | $4,871+107.9% | $5,287+91.6% |
| Admin fee / account holder | $20,813 | $15,559+33.8% | $13,027+59.8% | $10,132+105.4% |