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 | $391,916 | $135,952+188.3% | $123,892+216.3% | $273,961+43.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.45% | 56.63%-53.2pp | 47.52%-44.1pp | 41.45%-38.0pp |
| Employer contribution / active EE | $4,107 | $5,170-20.5% | $4,617-11.0% | $4,869-15.6% |
| Participant deferral / active EE | $6,620 | $6,343+4.4% | $5,984+10.6% | $5,287+25.2% |
| Admin fee / account holder | $3,628 | $9,817-63.0% | $8,357-56.6% | $10,132-64.2% |