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 | $370,758 | $183,592+101.9% | $155,567+138.3% | $145,959+154.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.29% | 61.24%-52.9pp | 64.74%-56.4pp | 561.95%-553.7pp |
| Employer contribution / active EE | $8,547 | $5,315+60.8% | $4,674+82.9% | $4,661+83.4% |
| Participant deferral / active EE | $10,762 | $6,464+66.5% | $5,628+91.2% | $6,689+60.9% |
| Admin fee / account holder | $5,124 | $19,318-73.5% | $15,916-67.8% | $13,398-61.8% |