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 | $297,029 | $106,515+178.9% | $96,683+207.2% | $139,434+113.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 8.93% | 38.43%-29.5pp | 35.69%-26.8pp | 372.94%-364.0pp |
| Employer contribution / active EE | $8,462 | $4,103+106.2% | $3,737+126.5% | $4,751+78.1% |
| Participant deferral / active EE | $12,000 | $5,454+120.0% | $4,878+146.0% | $6,710+78.8% |
| Admin fee / account holder | $50,390 | $7,877+539.7% | $6,730+648.8% | $11,403+341.9% |