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 | $278,855 | $176,812+57.7% | $146,665+90.1% | $167,490+66.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 5.07% | 24.03%-19.0pp | 22.74%-17.7pp | 478.56%-473.5pp |
| Employer contribution / active EE | $5,000 | $5,160-3.1% | $4,136+20.9% | $4,837+3.4% |
| Participant deferral / active EE | $23,000 | $6,440+257.2% | $5,506+317.7% | $6,341+262.7% |
| Admin fee / account holder | $2,409 | $13,259-81.8% | $10,280-76.6% | $12,309-80.4% |