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 | $341,350 | $202,432+68.6% | $169,368+101.5% | $139,434+144.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.36% | 531.74%-523.4pp | 405.60%-397.2pp | 372.94%-364.6pp |
| Employer contribution / active EE | $4,065 | $4,692-13.4% | $4,013+1.3% | $4,751-14.4% |
| Participant deferral / active EE | $8,598 | $6,938+23.9% | $6,221+38.2% | $6,710+28.1% |
| Admin fee / account holder | $2,399 | $10,708-77.6% | $9,003-73.4% | $11,403-79.0% |