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 | $647,635 | $127,386+408.4% | $115,037+463.0% | $125,391+416.5% |
| Participation rate | 90.0% | 84.2%+5.8pp | 81.4%+8.6pp | 83.2%+6.8pp |
| Annual return | -5.58% | 31.28%-36.9pp | 26.14%-31.7pp | 282.22%-287.8pp |
| Employer contribution / active EE | $5,242 | $5,166+1.5% | $4,608+13.8% | $4,866+7.7% |
| Participant deferral / active EE | $10,296 | $6,423+60.3% | $6,026+70.8% | $5,352+92.4% |
| Admin fee / account holder | $42,079 | $9,516+342.2% | $8,175+414.7% | $9,540+341.1% |