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 | $298,344 | $115,770+157.7% | $101,248+194.7% | $158,922+87.7% |
| Participation rate | 94.4% | 79.4%+15.1pp | 75.8%+18.6pp | 82.0%+12.5pp |
| Annual return | 1.91% | 56.14%-54.2pp | 46.47%-44.6pp | 302.83%-300.9pp |
| Employer contribution / active EE | $5,275 | $4,175+26.4% | $3,660+44.1% | $4,761+10.8% |
| Participant deferral / active EE | $6,865 | $4,957+38.5% | $4,370+57.1% | $5,982+14.8% |
| Admin fee / account holder | $35,199 | $7,245+385.8% | $5,945+492.0% | $11,246+213.0% |