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 | $391,756 | $64,839+504.2% | $95,585+309.9% | $84,808+361.9% |
| Participation rate | 92.3% | 63.8%+28.5pp | 72.1%+20.2pp | 68.3%+24.0pp |
| Annual return | 12.76% | -670.96%+683.7pp | 38.56%-25.8pp | 40.90%-28.1pp |
| Employer contribution / active EE | $5,769 | $1,759+228.0% | $2,527+128.3% | $2,631+119.3% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,023-100.0% | $4,212-100.0% |
| Admin fee / account holder | $28,151 | $5,964+372.0% | $6,127+359.4% | $7,344+283.3% |