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 | $307,592 | $107,334+186.6% | $92,893+231.1% | $152,861+101.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 6.08% | 145.58%-139.5pp | 109.41%-103.3pp | 345.32%-339.2pp |
| Employer contribution / active EE | $1,806 | $4,221-57.2% | $3,653-50.6% | $4,762-62.1% |
| Participant deferral / active EE | $2,742 | $4,845-43.4% | $4,236-35.3% | $5,850-53.1% |
| Admin fee / account holder | $13,288 | $7,079+87.7% | $5,794+129.3% | $11,596+14.6% |