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 | $293,002 | $107,334+173.0% | $92,893+215.4% | $152,861+91.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 4.39% | 145.58%-141.2pp | 109.41%-105.0pp | 345.32%-340.9pp |
| Employer contribution / active EE | $1,888 | $4,221-55.3% | $3,653-48.3% | $4,762-60.3% |
| Participant deferral / active EE | $5,905 | $4,845+21.9% | $4,236+39.4% | $5,850+0.9% |
| Admin fee / account holder | $3,343 | $7,079-52.8% | $5,794-42.3% | $11,596-71.2% |