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 3-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 | $253,838 | $114,381+121.9% | $107,525+136.1% | $142,382+78.3% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 3.82% | 242.71%-238.9pp | 181.32%-177.5pp | 217.08%-213.3pp |
| Employer contribution / active EE | $13,296 | $4,015+231.2% | $3,754+254.2% | $4,299+209.3% |
| Participant deferral / active EE | $13,589 | $5,564+144.2% | $5,116+165.6% | $6,507+108.8% |
| Admin fee / account holder | $274,141 | $9,860+2680.3% | $8,919+2973.8% | $12,624+2071.6% |