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 | $345,545 | $157,256+119.7% | $141,162+144.8% | $152,861+126.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 8.60% | 64.32%-55.7pp | 71.39%-62.8pp | 345.32%-336.7pp |
| Employer contribution / active EE | $4,775 | $5,261-9.2% | $4,735+0.8% | $4,762+0.3% |
| Participant deferral / active EE | $7,575 | $7,109+6.5% | $6,709+12.9% | $5,850+29.5% |
| Admin fee / account holder | $7,002 | $12,120-42.2% | $10,261-31.8% | $11,596-39.6% |