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 | $340,024 | $93,571+263.4% | $135,903+150.2% | $75,163+352.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 3.46% | 30.90%-27.4pp | 68.23%-64.8pp | 160.62%-157.2pp |
| Employer contribution / active EE | $3,991 | $3,537+12.8% | $4,856-17.8% | $2,670+49.5% |
| Participant deferral / active EE | $6,818 | $6,404+6.5% | $7,758-12.1% | $4,125+65.3% |
| Admin fee / account holder | $42,278 | $6,975+506.1% | $10,762+292.8% | $5,651+648.2% |