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 | $252,991 | $106,515+137.5% | $96,683+161.7% | $139,434+81.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 4.70% | 38.43%-33.7pp | 35.69%-31.0pp | 372.94%-368.2pp |
| Employer contribution / active EE | $3,097 | $4,103-24.5% | $3,737-17.1% | $4,751-34.8% |
| Participant deferral / active EE | $6,895 | $5,454+26.4% | $4,878+41.4% | $6,710+2.8% |
| Admin fee / account holder | $22,800 | $7,877+189.5% | $6,730+238.8% | $11,403+100.0% |