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 | $346,928 | $157,256+120.6% | $141,162+145.8% | $152,861+127.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 6.18% | 64.32%-58.1pp | 71.39%-65.2pp | 345.32%-339.1pp |
| Employer contribution / active EE | $12,860 | $5,261+144.4% | $4,735+171.6% | $4,762+170.0% |
| Participant deferral / active EE | $7,104 | $7,109-0.1% | $6,709+5.9% | $5,850+21.4% |
| Admin fee / account holder | $1,595 | $12,120-86.8% | $10,261-84.5% | $11,596-86.2% |