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 | $348,906 | $179,726+94.1% | $156,263+123.3% | $142,382+145.0% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.9%+14.4pp | 80.1%+13.2pp |
| Annual return | 5.24% | 77.86%-72.6pp | 59.47%-54.2pp | 217.08%-211.8pp |
| Employer contribution / active EE | $23,160 | $5,069+356.9% | $4,333+434.5% | $4,299+438.7% |
| Participant deferral / active EE | $0 | $6,956-100.0% | $6,158-100.0% | $6,507-100.0% |
| Admin fee / account holder | $18,271 | $17,272+5.8% | $14,255+28.2% | $12,624+44.7% |