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 | $268,038 | $73,787+263.3% | $98,716+171.5% | $82,448+225.1% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 10.77% | 18.57%-7.8pp | 31.81%-21.0pp | 41.64%-30.9pp |
| Employer contribution / active EE | $4,000 | $1,511+164.7% | $2,279+75.6% | $2,551+56.8% |
| Participant deferral / active EE | $4,554 | $3,081+47.8% | $4,048+12.5% | $4,139+10.0% |
| Admin fee / account holder | $2,506 | $6,500-61.4% | $8,703-71.2% | $7,234-65.4% |