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 | $394,774 | $175,202+125.3% | $149,673+163.8% | $139,434+183.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 2.28% | 166.71%-164.4pp | 134.42%-132.1pp | 372.94%-370.7pp |
| Employer contribution / active EE | $1,646 | $5,474-69.9% | $4,818-65.8% | $4,751-65.4% |
| Participant deferral / active EE | $8,812 | $6,519+35.2% | $5,680+55.1% | $6,710+31.3% |
| Admin fee / account holder | $11,829 | $16,150-26.8% | $13,210-10.5% | $11,403+3.7% |