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 | $396,533 | $127,065+212.1% | $113,168+250.4% | $142,382+178.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 8.09% | 24.03%-15.9pp | 24.27%-16.2pp | 217.08%-209.0pp |
| Employer contribution / active EE | $2,906 | $3,442-15.6% | $2,975-2.3% | $4,299-32.4% |
| Participant deferral / active EE | $2,906 | $5,716-49.2% | $5,107-43.1% | $6,507-55.3% |
| Admin fee / account holder | $3,514 | $15,736-77.7% | $12,068-70.9% | $12,624-72.2% |