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 | $384,153 | $183,592+109.2% | $155,567+146.9% | $145,959+163.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.26% | 61.24%-57.0pp | 64.74%-60.5pp | 561.95%-557.7pp |
| Employer contribution / active EE | $1,859 | $5,315-65.0% | $4,674-60.2% | $4,661-60.1% |
| Participant deferral / active EE | $19,200 | $6,464+197.0% | $5,628+241.2% | $6,689+187.1% |
| Admin fee / account holder | $16,774 | $19,318-13.2% | $15,916+5.4% | $13,398+25.2% |