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 | $270,150 | $89,355+202.3% | $141,162+91.4% | $72,985+270.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 2.16% | 111.85%-109.7pp | 71.39%-69.2pp | 81.00%-78.8pp |
| Employer contribution / active EE | $4,956 | $3,114+59.1% | $4,735+4.7% | $2,440+103.1% |
| Participant deferral / active EE | $8,699 | $5,418+60.6% | $6,709+29.7% | $3,607+141.1% |
| Admin fee / account holder | $23,010 | $5,958+286.2% | $10,261+124.2% | $5,124+349.0% |