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 | $328,168 | $99,020+231.4% | $86,590+279.0% | $147,584+122.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 6.05% | 1312.34%-1306.3pp | 964.84%-958.8pp | 578.55%-572.5pp |
| Employer contribution / active EE | $21,664 | $3,132+591.7% | $2,839+663.0% | $4,876+344.3% |
| Participant deferral / active EE | $6,744 | $3,972+69.8% | $3,609+86.9% | $5,439+24.0% |
| Admin fee / account holder | $22,234 | $5,710+289.4% | $4,906+353.2% | $10,885+104.3% |