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 | $364,047 | $148,534+145.1% | $135,903+167.9% | $139,434+161.1% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 1.55% | 79.19%-77.6pp | 68.23%-66.7pp | 372.94%-371.4pp |
| Employer contribution / active EE | $6,250 | $5,243+19.2% | $4,856+28.7% | $4,751+31.6% |
| Participant deferral / active EE | $7,951 | $8,100-1.8% | $7,758+2.5% | $6,710+18.5% |
| Admin fee / account holder | $19,035 | $12,400+53.5% | $10,762+76.9% | $11,403+66.9% |