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 9-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 | $341,101 | $157,256+116.9% | $141,162+141.6% | $152,861+123.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 9.64% | 64.32%-54.7pp | 71.39%-61.7pp | 345.32%-335.7pp |
| Employer contribution / active EE | $3,091 | $5,261-41.2% | $4,735-34.7% | $4,762-35.1% |
| Participant deferral / active EE | $6,563 | $7,109-7.7% | $6,709-2.2% | $5,850+12.2% |
| Admin fee / account holder | $2,034 | $12,120-83.2% | $10,261-80.2% | $11,596-82.5% |