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 | $341,863 | $91,190+274.9% | $178,490+91.5% | $79,858+328.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 2.45% | 24.19%-21.7pp | 151.07%-148.6pp | 31.71%-29.3pp |
| Employer contribution / active EE | $2,498 | $3,256-23.3% | $5,011-50.1% | $2,471+1.1% |
| Participant deferral / active EE | $10,219 | $3,236+215.8% | $5,202+96.5% | $3,740+173.2% |
| Admin fee / account holder | $44,136 | $6,751+553.8% | $13,984+215.6% | $5,306+731.8% |