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 | $279,280 | $88,672+215.0% | $105,223+165.4% | $82,448+238.7% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 8.80% | 30.86%-22.1pp | 180.65%-171.9pp | 41.64%-32.8pp |
| Employer contribution / active EE | $3,035 | $3,048-0.4% | $3,689-17.7% | $2,551+19.0% |
| Participant deferral / active EE | $10,751 | $4,036+166.4% | $5,072+112.0% | $4,139+159.7% |
| Admin fee / account holder | $43,572 | $7,146+509.7% | $8,859+391.8% | $7,234+502.3% |