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 | $357,779 | $65,365+447.4% | $92,893+285.2% | $72,985+390.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 11.66% | 42.10%-30.4pp | 109.41%-97.8pp | 81.00%-69.3pp |
| Employer contribution / active EE | $13,170 | $2,594+407.7% | $3,653+260.5% | $2,440+439.8% |
| Participant deferral / active EE | $9,047 | $3,128+189.2% | $4,236+113.6% | $3,607+150.8% |
| Admin fee / account holder | $28,295 | $4,251+565.6% | $5,794+388.4% | $5,124+452.2% |