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 | $305,295 | $162,781+87.5% | $133,956+127.9% | $158,922+92.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 4.95% | 41.94%-37.0pp | 45.09%-40.1pp | 302.83%-297.9pp |
| Employer contribution / active EE | $3,342 | $4,975-32.8% | $3,919-14.7% | $4,761-29.8% |
| Participant deferral / active EE | $7,895 | $5,911+33.6% | $5,048+56.4% | $5,982+32.0% |
| Admin fee / account holder | $11,511 | $11,736-1.9% | $8,927+28.9% | $11,246+2.4% |