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 | $288,422 | $55,706+417.8% | $75,886+280.1% | $72,985+295.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 15.61% | 27.59%-12.0pp | 30.76%-15.1pp | 81.00%-65.4pp |
| Employer contribution / active EE | $11,433 | $1,687+577.9% | $2,500+357.3% | $2,440+368.6% |
| Participant deferral / active EE | $4,475 | $2,634+69.9% | $3,603+24.2% | $3,607+24.0% |
| Admin fee / account holder | $20,837 | $3,978+423.8% | $5,418+284.6% | $5,124+306.6% |