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 | $343,103 | $60,022+471.6% | $88,946+285.7% | $84,808+304.6% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 12.18% | 22.43%-10.2pp | 57.82%-45.6pp | 40.90%-28.7pp |
| Employer contribution / active EE | $7,529 | $1,703+342.2% | $2,555+194.7% | $2,631+186.2% |
| Participant deferral / active EE | $4,992 | $3,114+60.3% | $4,581+9.0% | $4,212+18.5% |
| Admin fee / account holder | $19,479 | $4,811+304.9% | $8,261+135.8% | $7,344+165.2% |