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 | $353,299 | $87,733+302.7% | $106,548+231.6% | $85,850+311.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 10.84% | 21.86%-11.0pp | 26.80%-16.0pp | 318.53%-307.7pp |
| Employer contribution / active EE | $8,579 | $2,073+313.8% | $2,819+204.3% | $2,565+234.4% |
| Participant deferral / active EE | $10,767 | $3,469+210.4% | $4,398+144.8% | $3,952+172.5% |
| Admin fee / account holder | $30,627 | $6,767+352.6% | $7,407+313.5% | $6,260+389.3% |