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 | $350,999 | $107,334+227.0% | $92,893+277.9% | $152,861+129.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 3.85% | 145.58%-141.7pp | 109.41%-105.6pp | 345.32%-341.5pp |
| Employer contribution / active EE | $3,376 | $4,221-20.0% | $3,653-7.6% | $4,762-29.1% |
| Participant deferral / active EE | $12,302 | $4,845+153.9% | $4,236+190.4% | $5,850+110.3% |
| Admin fee / account holder | $3,853 | $7,079-45.6% | $5,794-33.5% | $11,596-66.8% |