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 | $346,854 | $152,587+127.3% | $125,175+177.1% | $152,861+126.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 2.77% | 54.84%-52.1pp | 43.79%-41.0pp | 345.32%-342.5pp |
| Employer contribution / active EE | $2,044 | $4,946-58.7% | $3,865-47.1% | $4,762-57.1% |
| Participant deferral / active EE | $11,975 | $5,868+104.1% | $4,937+142.6% | $5,850+104.7% |
| Admin fee / account holder | $3,875 | $13,434-71.2% | $9,702-60.1% | $11,596-66.6% |