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 | $343,294 | $162,781+110.9% | $133,956+156.3% | $158,922+116.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 5.29% | 41.94%-36.7pp | 45.09%-39.8pp | 302.83%-297.5pp |
| Employer contribution / active EE | $2,500 | $4,975-49.8% | $3,919-36.2% | $4,761-47.5% |
| Participant deferral / active EE | $6,791 | $5,911+14.9% | $5,048+34.5% | $5,982+13.5% |
| Admin fee / account holder | $233,514 | $11,736+1889.6% | $8,927+2515.8% | $11,246+1976.5% |