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 | $341,054 | $149,734+127.8% | $118,925+186.8% | $158,922+114.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | -6.00% | 19.95%-26.0pp | 35.88%-41.9pp | 302.83%-308.8pp |
| Employer contribution / active EE | $3,750 | $4,115-8.9% | $3,263+14.9% | $4,761-21.2% |
| Participant deferral / active EE | $12,500 | $5,223+139.3% | $4,265+193.1% | $5,982+109.0% |
| Admin fee / account holder | $4,777 | $8,603-44.5% | $6,581-27.4% | $11,246-57.5% |