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 | $285,509 | $85,202+235.1% | $172,739+65.3% | $72,985+291.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 1.58% | 27.32%-25.7pp | 802.84%-801.3pp | 81.00%-79.4pp |
| Employer contribution / active EE | $13,455 | $3,324+304.7% | $5,143+161.6% | $2,440+451.5% |
| Participant deferral / active EE | $8,538 | $3,260+161.9% | $5,198+64.3% | $3,607+136.7% |
| Admin fee / account holder | $5,671 | $5,884-3.6% | $13,954-59.4% | $5,124+10.7% |