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 | $365,342 | $111,535+227.6% | $105,223+247.2% | $137,256+166.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 8.70% | 237.85%-229.2pp | 180.65%-172.0pp | 220.34%-211.6pp |
| Employer contribution / active EE | $20,350 | $3,939+416.6% | $3,689+451.7% | $4,156+389.7% |
| Participant deferral / active EE | $18,394 | $5,500+234.4% | $5,072+262.7% | $6,407+187.1% |
| Admin fee / account holder | $7,638 | $9,721-21.4% | $8,859-13.8% | $12,270-37.7% |