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 | $377,452 | $157,256+140.0% | $141,162+167.4% | $152,861+146.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 11.42% | 64.32%-52.9pp | 71.39%-60.0pp | 345.32%-333.9pp |
| Employer contribution / active EE | $2,670 | $5,261-49.3% | $4,735-43.6% | $4,762-43.9% |
| Participant deferral / active EE | $5,171 | $7,109-27.3% | $6,709-22.9% | $5,850-11.6% |
| Admin fee / account holder | $2,993 | $12,120-75.3% | $10,261-70.8% | $11,596-74.2% |