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 | $369,643 | $165,984+122.7% | $164,813+124.3% | $145,922+153.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.42% | 100.03%-93.6pp | 69.93%-63.5pp | 561.29%-554.9pp |
| Employer contribution / active EE | $7,126 | $5,273+35.1% | $4,341+64.2% | $4,660+52.9% |
| Participant deferral / active EE | $8,377 | $6,959+20.4% | $6,031+38.9% | $6,688+25.3% |
| Admin fee / account holder | $78,159 | $16,648+369.5% | $12,690+515.9% | $13,397+483.4% |