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 | $275,594 | $91,190+202.2% | $178,490+54.4% | $79,858+245.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 5.10% | 24.19%-19.1pp | 151.07%-146.0pp | 31.71%-26.6pp |
| Employer contribution / active EE | $8,815 | $3,256+170.8% | $5,011+75.9% | $2,471+256.8% |
| Participant deferral / active EE | $5,474 | $3,236+69.2% | $5,202+5.2% | $3,740+46.4% |
| Admin fee / account holder | $18,746 | $6,751+177.7% | $13,984+34.1% | $5,306+253.3% |