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 | $307,756 | $159,602+92.8% | $150,045+105.1% | $142,382+116.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 10.30% | 70.24%-59.9pp | 62.55%-52.2pp | 217.08%-206.8pp |
| Employer contribution / active EE | $2,184 | $4,961-56.0% | $4,693-53.5% | $4,299-49.2% |
| Participant deferral / active EE | $6,477 | $8,310-22.1% | $7,997-19.0% | $6,507-0.5% |
| Admin fee / account holder | $72,425 | $14,846+387.8% | $13,435+439.1% | $12,624+473.7% |