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 | $314,041 | $175,202+79.2% | $149,673+109.8% | $139,434+125.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.47% | 166.71%-157.2pp | 134.42%-125.0pp | 372.94%-363.5pp |
| Employer contribution / active EE | $1,691 | $5,474-69.1% | $4,818-64.9% | $4,751-64.4% |
| Participant deferral / active EE | $7,760 | $6,519+19.0% | $5,680+36.6% | $6,710+15.6% |
| Admin fee / account holder | $86,433 | $16,150+435.2% | $13,210+554.3% | $11,403+658.0% |