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 | $322,208 | $201,272+60.1% | $184,203+74.9% | $145,922+120.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 0.84% | 29.00%-28.2pp | 28.81%-28.0pp | 561.29%-560.4pp |
| Employer contribution / active EE | $35,213 | $7,022+401.5% | $6,427+447.9% | $4,660+655.7% |
| Participant deferral / active EE | $22,184 | $9,806+126.2% | $9,131+142.9% | $6,688+231.7% |
| Admin fee / account holder | $32,624 | $16,364+99.4% | $13,901+134.7% | $13,397+143.5% |