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 | $367,705 | $65,365+462.5% | $92,893+295.8% | $72,985+403.8% |
| Participation rate | 97.3% | 68.3%+29.0pp | 76.0%+21.3pp | 69.5%+27.8pp |
| Annual return | 1.82% | 42.10%-40.3pp | 109.41%-107.6pp | 81.00%-79.2pp |
| Employer contribution / active EE | $8,936 | $2,594+244.5% | $3,653+144.6% | $2,440+266.2% |
| Participant deferral / active EE | $9,006 | $3,128+187.9% | $4,236+112.6% | $3,607+149.7% |
| Admin fee / account holder | $63,492 | $4,251+1393.4% | $5,794+995.8% | $5,124+1139.0% |