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 | $347,913 | $102,966+237.9% | $90,281+285.4% | $152,861+127.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 6.59% | 95.16%-88.6pp | 78.10%-71.5pp | 345.32%-338.7pp |
| Employer contribution / active EE | $21,156 | $3,139+574.0% | $2,854+641.2% | $4,762+344.2% |
| Participant deferral / active EE | $20,343 | $4,281+375.1% | $3,885+423.6% | $5,850+247.7% |
| Admin fee / account holder | $36,125 | $6,171+485.4% | $5,351+575.1% | $11,596+211.5% |