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 | $379,732 | $95,416+298.0% | $185,823+104.4% | $85,850+342.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 10.29% | 23.59%-13.3pp | 122.05%-111.8pp | 318.53%-308.2pp |
| Employer contribution / active EE | $7,811 | $3,314+135.7% | $5,167+51.2% | $2,565+204.5% |
| Participant deferral / active EE | $6,768 | $3,423+97.7% | $5,568+21.6% | $3,952+71.3% |
| Admin fee / account holder | $70,064 | $7,213+871.4% | $16,237+331.5% | $6,260+1019.2% |