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 | $378,935 | $157,256+141.0% | $141,162+168.4% | $152,861+147.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 6.26% | 64.32%-58.1pp | 71.39%-65.1pp | 345.32%-339.1pp |
| Employer contribution / active EE | $7,216 | $5,261+37.2% | $4,735+52.4% | $4,762+51.5% |
| Participant deferral / active EE | $6,825 | $7,109-4.0% | $6,709+1.7% | $5,850+16.7% |
| Admin fee / account holder | $4,263 | $12,120-64.8% | $10,261-58.5% | $11,596-63.2% |