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 | $361,748 | $104,974+244.6% | $95,585+278.5% | $142,382+154.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 10.20% | 210.33%-200.1pp | 38.56%-28.4pp | 217.08%-206.9pp |
| Employer contribution / active EE | $14,688 | $2,779+428.6% | $2,527+481.3% | $4,299+241.6% |
| Participant deferral / active EE | $8,986 | $4,352+106.5% | $4,023+123.4% | $6,507+38.1% |
| Admin fee / account holder | $10,973 | $6,386+71.8% | $6,127+79.1% | $12,624-13.1% |