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 | $307,216 | $149,734+105.2% | $118,925+158.3% | $158,922+93.3% |
| Participation rate | 94.1% | 82.1%+12.0pp | 75.4%+18.7pp | 82.0%+12.2pp |
| Annual return | -2.47% | 19.95%-22.4pp | 35.88%-38.4pp | 302.83%-305.3pp |
| Employer contribution / active EE | $3,141 | $4,115-23.7% | $3,263-3.7% | $4,761-34.0% |
| Participant deferral / active EE | $10,228 | $5,223+95.8% | $4,265+139.8% | $5,982+71.0% |
| Admin fee / account holder | $3,631 | $8,603-57.8% | $6,581-44.8% | $11,246-67.7% |