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 | $332,915 | $104,974+217.1% | $95,585+248.3% | $142,382+133.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 10.02% | 210.33%-200.3pp | 38.56%-28.5pp | 217.08%-207.1pp |
| Employer contribution / active EE | $10,226 | $2,779+268.0% | $2,527+304.7% | $4,299+137.9% |
| Participant deferral / active EE | $6,301 | $4,352+44.8% | $4,023+56.6% | $6,507-3.2% |
| Admin fee / account holder | $19,721 | $6,386+208.8% | $6,127+221.8% | $12,624+56.2% |