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 7-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 | $286,327 | $201,272+42.3% | $184,203+55.4% | $145,922+96.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.67% | 29.00%-22.3pp | 28.81%-22.1pp | 561.29%-554.6pp |
| Employer contribution / active EE | $4,318 | $7,022-38.5% | $6,427-32.8% | $4,660-7.3% |
| Participant deferral / active EE | $15,407 | $9,806+57.1% | $9,131+68.7% | $6,688+130.4% |
| Admin fee / account holder | $2,374 | $16,364-85.5% | $13,901-82.9% | $13,397-82.3% |