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 | $333,009 | $181,894+83.1% | $156,549+112.7% | $273,961+21.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -0.26% | 30.74%-31.0pp | 32.23%-32.5pp | 41.45%-41.7pp |
| Employer contribution / active EE | $11,273 | $6,248+80.4% | $5,501+104.9% | $4,869+131.5% |
| Participant deferral / active EE | $4,526 | $5,550-18.5% | $4,871-7.1% | $5,287-14.4% |
| Admin fee / account holder | $67,771 | $15,559+335.6% | $13,027+420.2% | $10,132+568.9% |