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 | $472,066 | $95,416+394.7% | $185,823+154.0% | $85,850+449.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 3.27% | 23.59%-20.3pp | 122.05%-118.8pp | 318.53%-315.3pp |
| Employer contribution / active EE | $16,196 | $3,314+388.8% | $5,167+213.4% | $2,565+531.4% |
| Participant deferral / active EE | $23,226 | $3,423+578.5% | $5,568+317.2% | $3,952+487.8% |
| Admin fee / account holder | $3,327 | $7,213-53.9% | $16,237-79.5% | $6,260-46.9% |