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 | $447,661 | $77,634+476.6% | $156,549+186.0% | $62,891+611.8% |
| Participation rate | 78.4% | 71.2%+7.2pp | 84.0%-5.6pp | 69.3%+9.1pp |
| Annual return | -5.44% | 50.32%-55.8pp | 32.23%-37.7pp | 20.14%-25.6pp |
| Employer contribution / active EE | $2,710 | $3,444-21.3% | $5,501-50.7% | $2,281+18.8% |
| Participant deferral / active EE | $6,153 | $3,045+102.1% | $4,871+26.3% | $3,203+92.1% |
| Admin fee / account holder | $4,757 | $5,561-14.5% | $13,027-63.5% | $4,296+10.7% |