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 | $297,098 | $172,111+72.6% | $150,298+97.7% | $137,256+116.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 3.50% | 69.37%-65.9pp | 62.79%-59.3pp | 220.34%-216.8pp |
| Employer contribution / active EE | $4,287 | $4,636-7.5% | $4,154+3.2% | $4,156+3.2% |
| Participant deferral / active EE | $4,287 | $6,166-30.5% | $5,453-21.4% | $6,407-33.1% |
| Admin fee / account holder | $2,060 | $16,471-87.5% | $14,116-85.4% | $12,270-83.2% |