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 | $316,918 | $149,734+111.7% | $118,925+166.5% | $158,922+99.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | -0.74% | 19.95%-20.7pp | 35.88%-36.6pp | 302.83%-303.6pp |
| Employer contribution / active EE | $8,535 | $4,115+107.4% | $3,263+161.6% | $4,761+79.3% |
| Participant deferral / active EE | $1,779 | $5,223-65.9% | $4,265-58.3% | $5,982-70.3% |
| Admin fee / account holder | $10,688 | $8,603+24.2% | $6,581+62.4% | $11,246-5.0% |