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 | $308,699 | $89,355+245.5% | $141,162+118.7% | $72,985+323.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 5.28% | 111.85%-106.6pp | 71.39%-66.1pp | 81.00%-75.7pp |
| Employer contribution / active EE | $16,689 | $3,114+435.9% | $4,735+252.5% | $2,440+584.0% |
| Participant deferral / active EE | $3,191 | $5,418-41.1% | $6,709-52.4% | $3,607-11.6% |
| Admin fee / account holder | $9,479 | $5,958+59.1% | $10,261-7.6% | $5,124+85.0% |