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 | $358,209 | $100,852+255.2% | $90,404+296.2% | $158,922+125.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.65% | 1724.20%-1719.6pp | 1293.02%-1288.4pp | 302.83%-298.2pp |
| Employer contribution / active EE | $9,797 | $3,689+165.6% | $3,262+200.4% | $4,761+105.8% |
| Participant deferral / active EE | $2,667 | $4,348-38.7% | $3,963-32.7% | $5,982-55.4% |
| Admin fee / account holder | $159,372 | $6,501+2351.5% | $5,611+2740.4% | $11,246+1317.2% |