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 | $289,325 | $113,339+155.3% | $94,993+204.6% | $147,584+96.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 3.64% | 20.77%-17.1pp | 27.12%-23.5pp | 578.55%-574.9pp |
| Employer contribution / active EE | $7,611 | $3,160+140.8% | $2,603+192.4% | $4,876+56.1% |
| Participant deferral / active EE | $1,015 | $3,777-73.1% | $3,317-69.4% | $5,439-81.3% |
| Admin fee / account holder | $15,300 | $6,063+152.4% | $4,960+208.4% | $10,885+40.6% |