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 | $124,425+218.7% | $112,040+253.9% | $137,256+188.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 8.09% | 24.72%-16.6pp | 24.52%-16.4pp | 220.34%-212.3pp |
| Employer contribution / active EE | $2,906 | $3,411-14.8% | $2,954-1.6% | $4,156-30.1% |
| Participant deferral / active EE | $2,906 | $5,718-49.2% | $5,098-43.0% | $6,407-54.6% |
| Admin fee / account holder | $3,514 | $15,207-76.9% | $12,098-71.0% | $12,270-71.4% |