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 | $359,273 | $58,208+517.2% | $81,812+339.1% | $80,856+344.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 6.05% | 41.66%-35.6pp | 773.79%-767.7pp | 35.59%-29.5pp |
| Employer contribution / active EE | $22,138 | $2,340+846.1% | $2,912+660.2% | $2,755+703.6% |
| Participant deferral / active EE | $3,420 | $3,281+4.2% | $4,319-20.8% | $4,296-20.4% |
| Admin fee / account holder | $69,299 | $4,981+1291.2% | $7,386+838.3% | $6,918+901.7% |