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 | $380,565 | $114,381+232.7% | $107,525+253.9% | $142,382+167.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 8.60% | 242.71%-234.1pp | 181.32%-172.7pp | 217.08%-208.5pp |
| Employer contribution / active EE | $10,408 | $4,015+159.3% | $3,754+177.3% | $4,299+142.1% |
| Participant deferral / active EE | $11,762 | $5,564+111.4% | $5,116+129.9% | $6,507+80.8% |
| Admin fee / account holder | $50,024 | $9,860+407.3% | $8,919+460.9% | $12,624+296.3% |