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 | $384,037 | $98,750+288.9% | $149,696+156.5% | $79,858+380.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 6.76% | 27.43%-20.7pp | 276.60%-269.8pp | 31.71%-25.0pp |
| Employer contribution / active EE | $2,000 | $3,216-37.8% | $4,644-56.9% | $2,471-19.0% |
| Participant deferral / active EE | $13,792 | $5,680+142.8% | $6,842+101.6% | $3,740+268.8% |
| Admin fee / account holder | $86,135 | $6,053+1323.1% | $9,309+825.3% | $5,306+1523.3% |