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 | $312,194 | $89,355+249.4% | $141,162+121.2% | $72,985+327.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 1.69% | 111.85%-110.2pp | 71.39%-69.7pp | 81.00%-79.3pp |
| Employer contribution / active EE | $11,650 | $3,114+274.1% | $4,735+146.0% | $2,440+377.5% |
| Participant deferral / active EE | $10,362 | $5,418+91.3% | $6,709+54.5% | $3,607+187.2% |
| Admin fee / account holder | $11,649 | $5,958+95.5% | $10,261+13.5% | $5,124+127.3% |