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 | $274,676 | $102,382+168.3% | $147,005+86.8% | $80,874+239.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.05% | 134.89%-123.8pp | 418.76%-407.7pp | 35.62%-24.6pp |
| Employer contribution / active EE | $4,065 | $3,715+9.4% | $4,934-17.6% | $2,756+47.5% |
| Participant deferral / active EE | $10,662 | $6,646+60.4% | $8,070+32.1% | $4,297+148.1% |
| Admin fee / account holder | $5,189 | $7,942-34.7% | $13,006-60.1% | $6,935-25.2% |