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 | $321,245 | $74,888+329.0% | $71,209+351.1% | $142,382+125.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.08% | 345.14%-334.1pp | 282.51%-271.4pp | 217.08%-206.0pp |
| Employer contribution / active EE | $3,335 | $2,854+16.8% | $2,721+22.6% | $4,299-22.4% |
| Participant deferral / active EE | $6,645 | $4,454+49.2% | $4,175+59.1% | $6,507+2.1% |
| Admin fee / account holder | $6,763 | $5,568+21.5% | $5,349+26.4% | $12,624-46.4% |