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 | $262,231 | $157,256+66.8% | $141,162+85.8% | $152,861+71.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.36% | 64.32%-50.0pp | 71.39%-57.0pp | 345.32%-331.0pp |
| Employer contribution / active EE | $2,714 | $5,261-48.4% | $4,735-42.7% | $4,762-43.0% |
| Participant deferral / active EE | $8,207 | $7,109+15.4% | $6,709+22.3% | $5,850+40.3% |
| Admin fee / account holder | $3,121 | $12,120-74.2% | $10,261-69.6% | $11,596-73.1% |