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 | $286,989 | $172,111+66.7% | $150,298+90.9% | $137,256+109.1% |
| Participation rate | 93.3% | 81.7%+11.6pp | 77.8%+15.6pp | 80.0%+13.4pp |
| Annual return | 8.25% | 69.37%-61.1pp | 62.79%-54.5pp | 220.34%-212.1pp |
| Employer contribution / active EE | $3,215 | $4,636-30.6% | $4,154-22.6% | $4,156-22.6% |
| Participant deferral / active EE | $10,176 | $6,166+65.0% | $5,453+86.6% | $6,407+58.8% |
| Admin fee / account holder | $204,741 | $16,471+1143.0% | $14,116+1350.4% | $12,270+1568.6% |