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 | $390,327 | $106,515+266.5% | $96,683+303.7% | $139,434+179.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 1.35% | 38.43%-37.1pp | 35.69%-34.3pp | 372.94%-371.6pp |
| Employer contribution / active EE | $25,672 | $4,103+525.7% | $3,737+587.0% | $4,751+440.4% |
| Participant deferral / active EE | $25,083 | $5,454+359.9% | $4,878+414.2% | $6,710+273.8% |
| Admin fee / account holder | $744 | $7,877-90.6% | $6,730-88.9% | $11,403-93.5% |