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 | $296,829 | $74,888+296.4% | $71,209+316.8% | $142,382+108.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 8.33% | 345.14%-336.8pp | 282.51%-274.2pp | 217.08%-208.7pp |
| Employer contribution / active EE | $4,316 | $2,854+51.2% | $2,721+58.6% | $4,299+0.4% |
| Participant deferral / active EE | $7,487 | $4,454+68.1% | $4,175+79.3% | $6,507+15.1% |
| Admin fee / account holder | $7,336 | $5,568+31.8% | $5,349+37.2% | $12,624-41.9% |