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 | $319,206 | $154,117+107.1% | $129,995+145.6% | $139,434+128.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 5.64% | 32.48%-26.8pp | -137.18%+142.8pp | 372.94%-367.3pp |
| Employer contribution / active EE | $11,519 | $5,289+117.8% | $4,320+166.7% | $4,751+142.5% |
| Participant deferral / active EE | $8,196 | $6,710+22.2% | $5,820+40.8% | $6,710+22.1% |
| Admin fee / account holder | $12,869 | $14,007-8.1% | $10,614+21.2% | $11,403+12.9% |