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 | $323,791 | $177,572+82.3% | $154,803+109.2% | $142,382+127.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 3.22% | 65.07%-61.8pp | 58.88%-55.7pp | 217.08%-213.9pp |
| Employer contribution / active EE | $3,463 | $4,810-28.0% | $4,305-19.6% | $4,299-19.4% |
| Participant deferral / active EE | $3,538 | $6,272-43.6% | $5,540-36.1% | $6,507-45.6% |
| Admin fee / account holder | $66,856 | $16,786+298.3% | $14,329+366.6% | $12,624+429.6% |