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 | $298,086 | $157,256+89.6% | $141,162+111.2% | $152,861+95.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 4.14% | 64.32%-60.2pp | 71.39%-67.3pp | 345.32%-341.2pp |
| Employer contribution / active EE | $3,000 | $5,261-43.0% | $4,735-36.6% | $4,762-37.0% |
| Participant deferral / active EE | $12,500 | $7,109+75.8% | $6,709+86.3% | $5,850+113.7% |
| Admin fee / account holder | $346 | $12,120-97.1% | $10,261-96.6% | $11,596-97.0% |