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 | $255,708 | $105,126+143.2% | $94,646+170.2% | $139,434+83.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 7.41% | 38.03%-30.6pp | 156.71%-149.3pp | 372.94%-365.5pp |
| Employer contribution / active EE | $1,919 | $4,106-53.3% | $3,672-47.8% | $4,751-59.6% |
| Participant deferral / active EE | $7,727 | $7,599+1.7% | $7,418+4.2% | $6,710+15.1% |
| Admin fee / account holder | $1,579 | $8,984-82.4% | $7,231-78.2% | $11,403-86.2% |