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 | $322,651 | $183,963+75.4% | $162,163+99.0% | $152,861+111.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 5.13% | 150.76%-145.6pp | 115.59%-110.5pp | 345.32%-340.2pp |
| Employer contribution / active EE | $4,706 | $6,371-26.1% | $5,614-16.2% | $4,762-1.2% |
| Participant deferral / active EE | $6,676 | $8,034-16.9% | $7,298-8.5% | $5,850+14.1% |
| Admin fee / account holder | $5,941 | $13,121-54.7% | $10,843-45.2% | $11,596-48.8% |