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 | $387,213 | $149,734+158.6% | $118,925+225.6% | $158,922+143.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 0.36% | 19.95%-19.6pp | 35.88%-35.5pp | 302.83%-302.5pp |
| Employer contribution / active EE | $10,824 | $4,115+163.0% | $3,263+231.7% | $4,761+127.3% |
| Participant deferral / active EE | $14,792 | $5,223+183.2% | $4,265+246.8% | $5,982+147.3% |
| Admin fee / account holder | $77,402 | $8,603+799.7% | $6,581+1076.2% | $11,246+588.3% |