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 | $290,091 | $124,319+133.3% | $111,297+160.6% | $167,490+73.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 5.79% | 37.44%-31.6pp | 54.65%-48.9pp | 478.56%-472.8pp |
| Employer contribution / active EE | $2,500 | $3,435-27.2% | $2,731-8.5% | $4,837-48.3% |
| Participant deferral / active EE | $10,333 | $5,180+99.5% | $4,487+130.3% | $6,341+63.0% |
| Admin fee / account holder | $2,274 | $10,618-78.6% | $7,964-71.4% | $12,309-81.5% |