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 | $306,403 | $124,319+146.5% | $111,297+175.3% | $167,490+82.9% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 2.36% | 37.44%-35.1pp | 54.65%-52.3pp | 478.56%-476.2pp |
| Employer contribution / active EE | $806 | $3,435-76.6% | $2,731-70.5% | $4,837-83.3% |
| Participant deferral / active EE | $4,130 | $5,180-20.3% | $4,487-8.0% | $6,341-34.9% |
| Admin fee / account holder | $31,127 | $10,618+193.1% | $7,964+290.9% | $12,309+152.9% |