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 | $414,719 | $110,257+276.1% | $96,544+329.6% | $139,434+197.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 2.47% | 26.32%-23.8pp | 25.84%-23.4pp | 372.94%-370.5pp |
| Employer contribution / active EE | $11,117 | $3,620+207.1% | $2,965+274.9% | $4,751+134.0% |
| Participant deferral / active EE | $6,104 | $5,548+10.0% | $4,851+25.8% | $6,710-9.0% |
| Admin fee / account holder | $10,623 | $11,591-8.4% | $8,252+28.7% | $11,403-6.8% |