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 | $309,087 | $175,202+76.4% | $149,673+106.5% | $139,434+121.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 3.71% | 166.71%-163.0pp | 134.42%-130.7pp | 372.94%-369.2pp |
| Employer contribution / active EE | $2,228 | $5,474-59.3% | $4,818-53.7% | $4,751-53.1% |
| Participant deferral / active EE | $7,170 | $6,519+10.0% | $5,680+26.2% | $6,710+6.9% |
| Admin fee / account holder | $7,561 | $16,150-53.2% | $13,210-42.8% | $11,403-33.7% |