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 5-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 | $421,009 | $201,272+109.2% | $184,203+128.6% | $145,922+188.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 0.27% | 29.00%-28.7pp | 28.81%-28.5pp | 561.29%-561.0pp |
| Employer contribution / active EE | $4,333 | $7,022-38.3% | $6,427-32.6% | $4,660-7.0% |
| Participant deferral / active EE | $7,659 | $9,806-21.9% | $9,131-16.1% | $6,688+14.5% |
| Admin fee / account holder | $41,202 | $16,364+151.8% | $13,901+196.4% | $13,397+207.5% |