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 | $424,440 | $152,587+178.2% | $125,175+239.1% | $152,861+177.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 3.46% | 54.84%-51.4pp | 43.79%-40.3pp | 345.32%-341.9pp |
| Employer contribution / active EE | $3,288 | $4,946-33.5% | $3,865-14.9% | $4,762-31.0% |
| Participant deferral / active EE | $8,116 | $5,868+38.3% | $4,937+64.4% | $5,850+38.7% |
| Admin fee / account holder | $13,023 | $13,434-3.1% | $9,702+34.2% | $11,596+12.3% |