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 | $347,378 | $165,335+110.1% | $149,696+132.1% | $158,922+118.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.57% | 348.15%-340.6pp | 276.60%-269.0pp | 302.83%-295.3pp |
| Employer contribution / active EE | $3,311 | $5,103-35.1% | $4,644-28.7% | $4,761-30.5% |
| Participant deferral / active EE | $12,979 | $7,181+80.7% | $6,842+89.7% | $5,982+117.0% |
| Admin fee / account holder | $1,959 | $10,807-81.9% | $9,309-79.0% | $11,246-82.6% |