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 | $289,522 | $85,202+239.8% | $172,739+67.6% | $72,985+296.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 3.73% | 27.32%-23.6pp | 802.84%-799.1pp | 81.00%-77.3pp |
| Employer contribution / active EE | $15,265 | $3,324+359.2% | $5,143+196.8% | $2,440+525.7% |
| Participant deferral / active EE | $1,529 | $3,260-53.1% | $5,198-70.6% | $3,607-57.6% |
| Admin fee / account holder | $17,710 | $5,884+201.0% | $13,954+26.9% | $5,124+245.6% |