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 | $374,931 | $103,376+262.7% | $87,100+330.5% | $152,861+145.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 1.98% | 28.10%-26.1pp | 28.19%-26.2pp | 345.32%-343.3pp |
| Employer contribution / active EE | $6,291 | $3,220+95.4% | $2,521+149.5% | $4,762+32.1% |
| Participant deferral / active EE | $14,646 | $4,778+206.5% | $4,049+261.8% | $5,850+150.3% |
| Admin fee / account holder | $9,600 | $12,205-21.3% | $7,497+28.1% | $11,596-17.2% |