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 | $293,008 | $127,386+130.0% | $115,037+154.7% | $125,391+133.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -5.73% | 31.28%-37.0pp | 26.14%-31.9pp | 282.22%-288.0pp |
| Employer contribution / active EE | $12,239 | $5,166+136.9% | $4,608+165.6% | $4,866+151.5% |
| Participant deferral / active EE | $12,149 | $6,423+89.1% | $6,026+101.6% | $5,352+127.0% |
| Admin fee / account holder | $6,776 | $9,516-28.8% | $8,175-17.1% | $9,540-29.0% |