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 | $316,191 | $80,717+291.7% | $154,803+104.3% | $84,808+272.8% |
| Participation rate | 90.2% | 66.8%+23.4pp | 78.1%+12.2pp | 68.3%+21.9pp |
| Annual return | 8.61% | 37.96%-29.4pp | 58.88%-50.3pp | 40.90%-32.3pp |
| Employer contribution / active EE | $1,481 | $2,761-46.4% | $4,305-65.6% | $2,631-43.7% |
| Participant deferral / active EE | $2,238 | $3,303-32.2% | $5,540-59.6% | $4,212-46.8% |
| Admin fee / account holder | $126,740 | $6,746+1778.8% | $14,329+784.5% | $7,344+1625.8% |