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 | $281,914 | $167,483+68.3% | $115,752+143.6% | $147,584+91.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | -3.15% | 12.11%-15.3pp | 19.41%-22.6pp | 578.55%-581.7pp |
| Employer contribution / active EE | $4,684 | $4,960-5.6% | $3,492+34.1% | $4,876-3.9% |
| Participant deferral / active EE | $4,684 | $7,037-33.4% | $5,204-10.0% | $5,439-13.9% |
| Admin fee / account holder | $5,178 | $13,069-60.4% | $6,278-17.5% | $10,885-52.4% |