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 | $381,701 | $150,440+153.7% | $136,294+180.1% | $147,584+158.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 3.15% | 1049.08%-1045.9pp | 5155.94%-5152.8pp | 578.55%-575.4pp |
| Employer contribution / active EE | $5,552 | $5,256+5.6% | $4,695+18.2% | $4,876+13.8% |
| Participant deferral / active EE | $7,500 | $6,630+13.1% | $6,247+20.1% | $5,439+37.9% |
| Admin fee / account holder | $65,741 | $10,905+502.8% | $9,243+611.2% | $10,885+503.9% |