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 | $397,134 | $215,361+84.4% | $171,082+132.1% | $273,961+45.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -4.81% | 25.14%-30.0pp | 32.56%-37.4pp | 41.45%-46.3pp |
| Employer contribution / active EE | $14,021 | $4,967+182.3% | $4,002+250.4% | $4,869+188.0% |
| Participant deferral / active EE | $12,300 | $5,543+121.9% | $4,797+156.4% | $5,287+132.6% |
| Admin fee / account holder | $24,594 | $10,846+126.8% | $8,520+188.7% | $10,132+142.7% |