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 | $295,270 | $102,966+186.8% | $90,281+227.1% | $152,861+93.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 5.53% | 95.16%-89.6pp | 78.10%-72.6pp | 345.32%-339.8pp |
| Employer contribution / active EE | $8,000 | $3,139+154.9% | $2,854+180.3% | $4,762+68.0% |
| Participant deferral / active EE | $4,338 | $4,281+1.3% | $3,885+11.7% | $5,850-25.8% |
| Admin fee / account holder | $72,855 | $6,171+1080.7% | $5,351+1261.5% | $11,596+528.3% |