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 | $321,860 | $100,852+219.1% | $90,404+256.0% | $158,922+102.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.63% | 1724.20%-1719.6pp | 1293.02%-1288.4pp | 302.83%-298.2pp |
| Employer contribution / active EE | $8,000 | $3,689+116.9% | $3,262+145.3% | $4,761+68.0% |
| Participant deferral / active EE | $7,513 | $4,348+72.8% | $3,963+89.6% | $5,982+25.6% |
| Admin fee / account holder | $2,068 | $6,501-68.2% | $5,611-63.1% | $11,246-81.6% |