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 | $324,420 | $73,933+338.8% | $96,683+235.6% | $75,163+331.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 7.08% | 26.70%-19.6pp | 35.69%-28.6pp | 160.62%-153.5pp |
| Employer contribution / active EE | $14,044 | $2,928+379.7% | $3,737+275.8% | $2,670+426.0% |
| Participant deferral / active EE | $8,678 | $3,659+137.2% | $4,878+77.9% | $4,125+110.4% |
| Admin fee / account holder | $37,230 | $5,216+613.7% | $6,730+453.2% | $5,651+558.8% |