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 | $401,178 | $102,616+291.0% | $81,983+389.3% | $158,922+152.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 2.67% | 61.04%-58.4pp | 41.31%-38.6pp | 302.83%-300.2pp |
| Employer contribution / active EE | $7,148 | $3,240+120.6% | $2,498+186.1% | $4,761+50.1% |
| Participant deferral / active EE | $17,002 | $4,648+265.8% | $3,722+356.8% | $5,982+184.2% |
| Admin fee / account holder | $19,276 | $8,235+134.1% | $5,664+240.3% | $11,246+71.4% |