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 | $507,660 | $214,378+136.8% | $200,582+153.1% | $142,382+256.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 2.10% | 46.41%-44.3pp | 42.33%-40.2pp | 217.08%-215.0pp |
| Employer contribution / active EE | $4,045 | $6,841-40.9% | $6,419-37.0% | $4,299-5.9% |
| Participant deferral / active EE | $9,696 | $9,865-1.7% | $9,331+3.9% | $6,507+49.0% |
| Admin fee / account holder | $273,128 | $17,692+1443.8% | $16,305+1575.2% | $12,624+2063.6% |