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 | $379,922 | $89,355+325.2% | $141,162+169.1% | $72,985+420.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.49% | 111.85%-93.4pp | 71.39%-52.9pp | 81.00%-62.5pp |
| Employer contribution / active EE | $2,263 | $3,114-27.4% | $4,735-52.2% | $2,440-7.3% |
| Participant deferral / active EE | $10,128 | $5,418+86.9% | $6,709+51.0% | $3,607+180.8% |
| Admin fee / account holder | $14,751 | $5,958+147.6% | $10,261+43.8% | $5,124+187.9% |