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 | $353,770 | $112,096+215.6% | $95,952+268.7% | $158,922+122.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 2.28% | 171.09%-168.8pp | 91.61%-89.3pp | 302.83%-300.5pp |
| Employer contribution / active EE | $10,512 | $3,198+228.7% | $2,541+313.7% | $4,761+120.8% |
| Participant deferral / active EE | $4,796 | $4,784+0.2% | $4,167+15.1% | $5,982-19.8% |
| Admin fee / account holder | $6,437 | $10,130-36.5% | $6,795-5.3% | $11,246-42.8% |