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 | $422,308 | $209,336+101.7% | $197,124+114.2% | $137,256+207.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 2.16% | 48.09%-45.9pp | 44.34%-42.2pp | 220.34%-218.2pp |
| Employer contribution / active EE | $10,519 | $6,591+59.6% | $6,227+68.9% | $4,156+153.1% |
| Participant deferral / active EE | $21,728 | $9,614+126.0% | $9,135+137.9% | $6,407+239.1% |
| Admin fee / account holder | $7,693 | $17,308-55.5% | $16,298-52.8% | $12,270-37.3% |