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 | $313,603 | $72,277+333.9% | $101,248+209.7% | $79,858+292.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -3.80% | 22.30%-26.1pp | 46.47%-50.3pp | 31.71%-35.5pp |
| Employer contribution / active EE | $7,861 | $2,692+192.1% | $3,660+114.8% | $2,471+218.1% |
| Participant deferral / active EE | $7,410 | $3,282+125.8% | $4,370+69.6% | $3,740+98.1% |
| Admin fee / account holder | $2,963 | $4,400-32.7% | $5,945-50.2% | $5,306-44.2% |