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 | $353,258 | $201,272+75.5% | $184,203+91.8% | $145,922+142.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.55% | 29.00%-19.5pp | 28.81%-19.3pp | 561.29%-551.7pp |
| Employer contribution / active EE | $4,903 | $7,022-30.2% | $6,427-23.7% | $4,660+5.2% |
| Participant deferral / active EE | $5,599 | $9,806-42.9% | $9,131-38.7% | $6,688-16.3% |
| Admin fee / account holder | $38,197 | $16,364+133.4% | $13,901+174.8% | $13,397+185.1% |