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 | $272,975 | $127,386+114.3% | $115,037+137.3% | $125,391+117.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -6.82% | 31.28%-38.1pp | 26.14%-33.0pp | 282.22%-289.0pp |
| Employer contribution / active EE | $7,882 | $5,166+52.6% | $4,608+71.1% | $4,866+62.0% |
| Participant deferral / active EE | $8,314 | $6,423+29.4% | $6,026+38.0% | $5,352+55.4% |
| Admin fee / account holder | $7,032 | $9,516-26.1% | $8,175-14.0% | $9,540-26.3% |