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 | $360,212 | $101,069+256.4% | $81,478+342.1% | $147,584+144.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 7.89% | 32.40%-24.5pp | 38.78%-30.9pp | 578.55%-570.7pp |
| Employer contribution / active EE | $2,223 | $3,205-30.7% | $2,568-13.4% | $4,876-54.4% |
| Participant deferral / active EE | $10,000 | $4,242+135.7% | $3,537+182.8% | $5,439+83.9% |
| Admin fee / account holder | $10,320 | $5,812+77.6% | $4,561+126.3% | $10,885-5.2% |