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 | $475,526 | $116,175+309.3% | $93,606+408.0% | $152,861+211.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 2.25% | 35.96%-33.7pp | 32.76%-30.5pp | 345.32%-343.1pp |
| Employer contribution / active EE | $2,496 | $3,218-22.4% | $2,718-8.2% | $4,762-47.6% |
| Participant deferral / active EE | $2,876 | $4,603-37.5% | $4,069-29.3% | $5,850-50.8% |
| Admin fee / account holder | $1,902 | $10,748-82.3% | $7,888-75.9% | $11,596-83.6% |