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 | $357,579 | $185,822+92.4% | $169,993+110.3% | $139,434+156.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.89% | 60.50%-49.6pp | 53.37%-42.5pp | 372.94%-362.0pp |
| Employer contribution / active EE | $3,684 | $7,590-51.5% | $6,785-45.7% | $4,751-22.5% |
| Participant deferral / active EE | $7,466 | $11,622-35.8% | $10,408-28.3% | $6,710+11.3% |
| Admin fee / account holder | $81,555 | $15,381+430.2% | $12,815+536.4% | $11,403+615.2% |