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 | $294,345 | $180,749+62.8% | $160,784+83.1% | $137,256+114.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 9.31% | 2234.46%-2225.2pp | 1803.92%-1794.6pp | 220.34%-211.0pp |
| Employer contribution / active EE | $5,606 | $4,155+34.9% | $3,733+50.2% | $4,156+34.9% |
| Participant deferral / active EE | $12,932 | $6,844+88.9% | $6,293+105.5% | $6,407+101.8% |
| Admin fee / account holder | $113,734 | $10,397+993.9% | $9,717+1070.5% | $12,270+826.9% |