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 | $294,813 | $115,770+154.7% | $101,248+191.2% | $158,922+85.5% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.8%+16.5pp | 82.0%+10.3pp |
| Annual return | 3.15% | 56.14%-53.0pp | 46.47%-43.3pp | 302.83%-299.7pp |
| Employer contribution / active EE | $3,035 | $4,175-27.3% | $3,660-17.1% | $4,761-36.2% |
| Participant deferral / active EE | $9,157 | $4,957+84.7% | $4,370+109.5% | $5,982+53.1% |
| Admin fee / account holder | $171,741 | $7,245+2270.5% | $5,945+2788.6% | $11,246+1427.2% |