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 9-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 | $355,670 | $49,227+622.5% | $70,449+404.9% | $79,858+345.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 3.13% | 30.06%-26.9pp | 109.03%-105.9pp | 31.71%-28.6pp |
| Employer contribution / active EE | $11,766 | $2,099+460.6% | $2,737+330.0% | $2,471+376.2% |
| Participant deferral / active EE | $8,812 | $2,768+218.4% | $3,709+137.6% | $3,740+135.6% |
| Admin fee / account holder | $55,123 | $2,878+1815.2% | $3,845+1333.5% | $5,306+938.8% |