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 | $403,915 | $65,409+517.5% | $98,442+310.3% | $85,850+370.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 8.74% | 21.76%-13.0pp | 1492.73%-1484.0pp | 318.53%-309.8pp |
| Employer contribution / active EE | $21,282 | $2,168+881.8% | $2,960+619.1% | $2,565+729.7% |
| Participant deferral / active EE | $2,610 | $3,166-17.6% | $4,276-39.0% | $3,952-34.0% |
| Admin fee / account holder | $49,736 | $4,593+983.0% | $5,949+736.0% | $6,260+694.5% |