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 | $466,686 | $77,730+500.4% | $70,164+565.1% | $139,434+234.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.24% | 18.98%-10.7pp | 18.87%-10.6pp | 372.94%-364.7pp |
| Employer contribution / active EE | $27,070 | $4,990+442.5% | $4,287+531.5% | $4,751+469.8% |
| Participant deferral / active EE | $21,320 | $6,448+230.6% | $5,395+295.2% | $6,710+217.7% |
| Admin fee / account holder | $2,023 | $5,368-62.3% | $4,561-55.6% | $11,403-82.3% |