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 | $326,578 | $77,899+319.2% | $149,673+118.2% | $75,163+334.5% |
| Participation rate | 94.5% | 65.6%+29.0pp | 78.8%+15.8pp | 67.2%+27.4pp |
| Annual return | 0.41% | 31.72%-31.3pp | 134.42%-134.0pp | 160.62%-160.2pp |
| Employer contribution / active EE | $3,220 | $3,137+2.6% | $4,818-33.2% | $2,670+20.6% |
| Participant deferral / active EE | $5,838 | $3,411+71.1% | $5,680+2.8% | $4,125+41.5% |
| Admin fee / account holder | $3,810 | $5,956-36.0% | $13,210-71.2% | $5,651-32.6% |