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 | $309,417 | $91,552+238.0% | $133,956+131.0% | $79,858+287.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 8.79% | 61.85%-53.1pp | 45.09%-36.3pp | 31.71%-22.9pp |
| Employer contribution / active EE | $7,151 | $2,384+200.0% | $3,919+82.5% | $2,471+189.4% |
| Participant deferral / active EE | $10,887 | $3,733+191.6% | $5,048+115.7% | $3,740+191.1% |
| Admin fee / account holder | $127,642 | $6,321+1919.4% | $8,927+1329.8% | $5,306+2305.5% |