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 | $460,800 | $87,705+425.4% | $63,517+625.5% | $125,391+267.5% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -8.19% | 21.70%-29.9pp | -70.30%+62.1pp | 282.22%-290.4pp |
| Employer contribution / active EE | $3,086 | $3,601-14.3% | $2,322+32.9% | $4,866-36.6% |
| Participant deferral / active EE | $2,970 | $3,939-24.6% | $2,953+0.6% | $5,352-44.5% |
| Admin fee / account holder | $3,001 | $11,948-74.9% | $5,892-49.1% | $9,540-68.5% |