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 | $292,468 | $56,053+421.8% | $75,972+285.0% | $80,856+261.7% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 10.06% | 20.53%-10.5pp | 359.55%-349.5pp | 35.59%-25.5pp |
| Employer contribution / active EE | $14,098 | $1,874+652.3% | $2,685+425.1% | $2,755+411.8% |
| Participant deferral / active EE | $5,964 | $3,052+95.4% | $4,255+40.2% | $4,296+38.8% |
| Admin fee / account holder | $77,375 | $5,234+1378.5% | $6,467+1096.5% | $6,918+1018.5% |