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 | $297,809 | $162,781+83.0% | $133,956+122.3% | $158,922+87.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 5.17% | 41.94%-36.8pp | 45.09%-39.9pp | 302.83%-297.7pp |
| Employer contribution / active EE | $19,010 | $4,975+282.1% | $3,919+385.1% | $4,761+299.3% |
| Participant deferral / active EE | $16,120 | $5,911+172.7% | $5,048+219.4% | $5,982+169.5% |
| Admin fee / account holder | $5,560 | $11,736-52.6% | $8,927-37.7% | $11,246-50.6% |