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 | $388,705 | $123,793+214.0% | $177,821+118.6% | $79,858+386.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 2.83% | 22.82%-20.0pp | 48.32%-45.5pp | 31.71%-28.9pp |
| Employer contribution / active EE | $4,048 | $4,095-1.2% | $5,918-31.6% | $2,471+63.8% |
| Participant deferral / active EE | $12,493 | $5,956+109.7% | $7,714+61.9% | $3,740+234.0% |
| Admin fee / account holder | $22,795 | $7,243+214.7% | $12,427+83.4% | $5,306+329.6% |