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 | $274,438 | $111,754+145.6% | $103,333+165.6% | $145,922+88.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.65% | 24.77%-18.1pp | 24.88%-18.2pp | 561.29%-554.6pp |
| Employer contribution / active EE | $7,211 | $4,212+71.2% | $3,868+86.4% | $4,660+54.8% |
| Participant deferral / active EE | $3,467 | $5,619-38.3% | $5,057-31.5% | $6,688-48.2% |
| Admin fee / account holder | $1,286 | $9,750-86.8% | $8,355-84.6% | $13,397-90.4% |