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 | $272,345 | $157,256+73.2% | $141,162+92.9% | $152,861+78.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 11.62% | 64.32%-52.7pp | 71.39%-59.8pp | 345.32%-333.7pp |
| Employer contribution / active EE | $9,796 | $5,261+86.2% | $4,735+106.9% | $4,762+105.7% |
| Participant deferral / active EE | $13,214 | $7,109+85.9% | $6,709+97.0% | $5,850+125.9% |
| Admin fee / account holder | $5,709 | $12,120-52.9% | $10,261-44.4% | $11,596-50.8% |