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 | $429,852 | $127,386+237.4% | $115,037+273.7% | $125,391+242.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.93% | 31.28%-35.2pp | 26.14%-30.1pp | 282.22%-286.2pp |
| Employer contribution / active EE | $3,286 | $5,166-36.4% | $4,608-28.7% | $4,866-32.5% |
| Participant deferral / active EE | $11,690 | $6,423+82.0% | $6,026+94.0% | $5,352+118.5% |
| Admin fee / account holder | $19,337 | $9,516+103.2% | $8,175+136.5% | $9,540+102.7% |