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 | $427,795 | $106,515+301.6% | $96,683+342.5% | $139,434+206.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 0.52% | 38.43%-37.9pp | 35.69%-35.2pp | 372.94%-372.4pp |
| Employer contribution / active EE | $21,636 | $4,103+427.3% | $3,737+479.0% | $4,751+355.4% |
| Participant deferral / active EE | $16,166 | $5,454+196.4% | $4,878+231.4% | $6,710+140.9% |
| Admin fee / account holder | $34,111 | $7,877+333.0% | $6,730+406.9% | $11,403+199.2% |