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 | $367,185 | $111,535+229.2% | $105,223+249.0% | $137,256+167.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 4.23% | 237.85%-233.6pp | 180.65%-176.4pp | 220.34%-216.1pp |
| Employer contribution / active EE | $2,798 | $3,939-29.0% | $3,689-24.2% | $4,156-32.7% |
| Participant deferral / active EE | $5,359 | $5,500-2.6% | $5,072+5.7% | $6,407-16.3% |
| Admin fee / account holder | $223,703 | $9,721+2201.1% | $8,859+2425.2% | $12,270+1723.2% |