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 | $385,445 | $165,335+133.1% | $149,696+157.5% | $158,922+142.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.79% | 348.15%-342.4pp | 276.60%-270.8pp | 302.83%-297.0pp |
| Employer contribution / active EE | $8,122 | $5,103+59.2% | $4,644+74.9% | $4,761+70.6% |
| Participant deferral / active EE | $11,087 | $7,181+54.4% | $6,842+62.0% | $5,982+85.3% |
| Admin fee / account holder | $30,080 | $10,807+178.3% | $9,309+223.1% | $11,246+167.5% |