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 | $284,699 | $140,588+102.5% | $123,104+131.3% | $125,391+127.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -5.09% | 16.80%-21.9pp | 13.22%-18.3pp | 282.22%-287.3pp |
| Employer contribution / active EE | $8,000 | $6,041+32.4% | $5,151+55.3% | $4,866+64.4% |
| Participant deferral / active EE | $9,700 | $6,980+39.0% | $6,230+55.7% | $5,352+81.3% |
| Admin fee / account holder | $11,721 | $11,198+4.7% | $9,015+30.0% | $9,540+22.9% |