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 | $334,181 | $144,119+131.9% | $117,854+183.6% | $147,584+126.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 7.79% | 531.15%-523.4pp | 335.08%-327.3pp | 578.55%-570.8pp |
| Employer contribution / active EE | $10,243 | $4,896+109.2% | $3,786+170.6% | $4,876+110.1% |
| Participant deferral / active EE | $3,738 | $5,316-29.7% | $4,482-16.6% | $5,439-31.3% |
| Admin fee / account holder | $2,595 | $10,886-76.2% | $8,020-67.6% | $10,885-76.2% |