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 | $1,831,576 | $214,378+754.4% | $200,582+813.1% | $142,382+1186.4% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 10.10% | 46.41%-36.3pp | 42.33%-32.2pp | 217.08%-207.0pp |
| Employer contribution / active EE | $5,409 | $6,841-20.9% | $6,419-15.7% | $4,299+25.8% |
| Participant deferral / active EE | $10,571 | $9,865+7.2% | $9,331+13.3% | $6,507+62.5% |
| Admin fee / account holder | $450,023 | $17,692+2443.7% | $16,305+2660.1% | $12,624+3464.9% |