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 | $269,947 | $103,376+161.1% | $87,100+209.9% | $152,861+76.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 4.90% | 28.10%-23.2pp | 28.19%-23.3pp | 345.32%-340.4pp |
| Employer contribution / active EE | $6,393 | $3,220+98.5% | $2,521+153.6% | $4,762+34.3% |
| Participant deferral / active EE | $5,168 | $4,778+8.2% | $4,049+27.7% | $5,850-11.7% |
| Admin fee / account holder | $16,653 | $12,205+36.4% | $7,497+122.1% | $11,596+43.6% |