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 | $305,206 | $81,248+275.6% | $155,509+96.3% | $80,856+277.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | -6.92% | 33.31%-40.2pp | 64.67%-71.6pp | 35.59%-42.5pp |
| Employer contribution / active EE | $13,351 | $3,100+330.6% | $4,672+185.7% | $2,755+384.6% |
| Participant deferral / active EE | $7,579 | $3,452+119.6% | $5,626+34.7% | $4,296+76.4% |
| Admin fee / account holder | $17,995 | $7,997+125.0% | $15,912+13.1% | $6,918+160.1% |