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 | $324,245 | $115,770+180.1% | $101,248+220.2% | $158,922+104.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 5.17% | 56.14%-51.0pp | 46.47%-41.3pp | 302.83%-297.7pp |
| Employer contribution / active EE | $4,765 | $4,175+14.1% | $3,660+30.2% | $4,761+0.1% |
| Participant deferral / active EE | $4,567 | $4,957-7.9% | $4,370+4.5% | $5,982-23.7% |
| Admin fee / account holder | $11,765 | $7,245+62.4% | $5,945+97.9% | $11,246+4.6% |