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 | $332,885 | $107,334+210.1% | $92,893+258.4% | $152,861+117.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 4.99% | 145.58%-140.6pp | 109.41%-104.4pp | 345.32%-340.3pp |
| Employer contribution / active EE | $24,087 | $4,221+470.7% | $3,653+559.4% | $4,762+405.8% |
| Participant deferral / active EE | $4,244 | $4,845-12.4% | $4,236+0.2% | $5,850-27.5% |
| Admin fee / account holder | $1,283 | $7,079-81.9% | $5,794-77.9% | $11,596-88.9% |