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 | $254,989 | $58,828+333.4% | $77,999+226.9% | $62,891+305.4% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 4.39% | 17.16%-12.8pp | 425.96%-421.6pp | 20.14%-15.8pp |
| Employer contribution / active EE | $4,455 | $1,672+166.5% | $2,470+80.4% | $2,281+95.3% |
| Participant deferral / active EE | $8,106 | $2,686+201.8% | $3,497+131.8% | $3,203+153.1% |
| Admin fee / account holder | $1,631 | $4,393-62.9% | $5,480-70.2% | $4,296-62.0% |