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 | $359,041 | $80,717+344.8% | $154,803+131.9% | $84,808+323.4% |
| Participation rate | 87.0% | 66.8%+20.1pp | 78.1%+8.9pp | 68.3%+18.6pp |
| Annual return | 8.15% | 37.96%-29.8pp | 58.88%-50.7pp | 40.90%-32.8pp |
| Employer contribution / active EE | $9,788 | $2,761+254.5% | $4,305+127.3% | $2,631+272.0% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $5,540-100.0% | $4,212-100.0% |
| Admin fee / account holder | $75,257 | $6,746+1015.6% | $14,329+425.2% | $7,344+924.8% |