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 | $347,518 | $89,753+287.2% | $107,525+223.2% | $84,808+309.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 10.71% | 29.48%-18.8pp | 181.32%-170.6pp | 40.90%-30.2pp |
| Employer contribution / active EE | $21,667 | $3,113+595.9% | $3,754+477.2% | $2,631+723.5% |
| Participant deferral / active EE | $9,189 | $4,056+126.5% | $5,116+79.6% | $4,212+118.2% |
| Admin fee / account holder | $192,861 | $7,222+2570.4% | $8,919+2062.4% | $7,344+2526.2% |