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 | $373,267 | $72,277+416.4% | $101,248+268.7% | $79,858+367.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 10.04% | 22.30%-12.3pp | 46.47%-36.4pp | 31.71%-21.7pp |
| Employer contribution / active EE | $21,212 | $2,692+688.1% | $3,660+479.6% | $2,471+758.5% |
| Participant deferral / active EE | $3,534 | $3,282+7.7% | $4,370-19.1% | $3,740-5.5% |
| Admin fee / account holder | $15,569 | $4,400+253.8% | $5,945+161.9% | $5,306+193.4% |