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 | $284,757 | $94,752+200.5% | $112,887+152.2% | $139,434+104.2% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 4.56% | 40.88%-36.3pp | 34.10%-29.5pp | 372.94%-368.4pp |
| Employer contribution / active EE | $4,547 | $4,625-1.7% | $4,563-0.4% | $4,751-4.3% |
| Participant deferral / active EE | $6,899 | $6,512+5.9% | $6,513+5.9% | $6,710+2.8% |
| Admin fee / account holder | $73,347 | $8,527+760.1% | $7,047+940.8% | $11,403+543.3% |