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 | $383,527 | $63,346+505.4% | $92,233+315.8% | $70,131+446.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 7.88% | 530.12%-522.2pp | 176.28%-168.4pp | 73.14%-65.3pp |
| Employer contribution / active EE | $17,242 | $2,471+597.8% | $3,679+368.6% | $2,342+636.1% |
| Participant deferral / active EE | $3,193 | $2,854+11.9% | $3,897-18.1% | $3,332-4.2% |
| Admin fee / account holder | $38,083 | $3,840+891.7% | $5,194+633.3% | $4,645+719.8% |