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 | $388,758 | $103,376+276.1% | $87,100+346.3% | $152,861+154.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 4.12% | 28.10%-24.0pp | 28.19%-24.1pp | 345.32%-341.2pp |
| Employer contribution / active EE | $9,138 | $3,220+183.8% | $2,521+262.4% | $4,762+91.9% |
| Participant deferral / active EE | $5,777 | $4,778+20.9% | $4,049+42.7% | $5,850-1.3% |
| Admin fee / account holder | $69,409 | $12,205+468.7% | $7,497+825.9% | $11,596+498.5% |