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 | $532,864 | $54,705+874.1% | $71,209+648.3% | $84,808+528.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 10.17% | 35.90%-25.7pp | 282.51%-272.3pp | 40.90%-30.7pp |
| Employer contribution / active EE | $1,310 | $2,158-39.3% | $2,721-51.9% | $2,631-50.2% |
| Participant deferral / active EE | $3,193 | $3,030+5.4% | $4,175-23.5% | $4,212-24.2% |
| Admin fee / account holder | $26,621 | $4,863+447.4% | $5,349+397.7% | $7,344+262.5% |