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 | $324,245 | $101,618+219.1% | $93,063+248.4% | $137,256+136.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 10.01% | 223.95%-213.9pp | 34.15%-24.1pp | 220.34%-210.3pp |
| Employer contribution / active EE | $12,338 | $2,707+355.8% | $2,476+398.3% | $4,156+196.9% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,443 | $6,198-44.5% | $6,033-42.9% | $12,270-71.9% |