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 | $433,829 | $118,849+265.0% | $96,562+349.3% | $167,490+159.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 8.27% | 50.49%-42.2pp | 37.78%-29.5pp | 478.56%-470.3pp |
| Employer contribution / active EE | $2,311 | $3,120-25.9% | $2,356-1.9% | $4,837-52.2% |
| Participant deferral / active EE | $2,311 | $4,616-49.9% | $3,849-40.0% | $6,341-63.6% |
| Admin fee / account holder | $19,000 | $8,065+135.6% | $6,181+207.4% | $12,309+54.4% |