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 | $463,031 | $154,228+200.2% | $145,433+218.4% | $137,256+237.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 3.75% | 74.59%-70.8pp | 66.58%-62.8pp | 220.34%-216.6pp |
| Employer contribution / active EE | $3,065 | $4,804-36.2% | $4,554-32.7% | $4,156-26.3% |
| Participant deferral / active EE | $14,922 | $8,216+81.6% | $7,897+88.9% | $6,407+132.9% |
| Admin fee / account holder | $18,314 | $14,344+27.7% | $13,129+39.5% | $12,270+49.3% |