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 | $324,226 | $201,272+61.1% | $184,203+76.0% | $145,922+122.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.78% | 29.00%-22.2pp | 28.81%-22.0pp | 561.29%-554.5pp |
| Employer contribution / active EE | $13,385 | $7,022+90.6% | $6,427+108.3% | $4,660+187.3% |
| Participant deferral / active EE | $6,319 | $9,806-35.6% | $9,131-30.8% | $6,688-5.5% |
| Admin fee / account holder | $6,854 | $16,364-58.1% | $13,901-50.7% | $13,397-48.8% |