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 | $297,887 | $65,365+355.7% | $92,893+220.7% | $72,985+308.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 2.33% | 42.10%-39.8pp | 109.41%-107.1pp | 81.00%-78.7pp |
| Employer contribution / active EE | $10,304 | $2,594+297.2% | $3,653+182.1% | $2,440+322.3% |
| Participant deferral / active EE | $10,290 | $3,128+228.9% | $4,236+142.9% | $3,607+185.2% |
| Admin fee / account holder | $1,710 | $4,251-59.8% | $5,794-70.5% | $5,124-66.6% |