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 | $336,220 | $91,190+268.7% | $178,490+88.4% | $79,858+321.0% |
| Participation rate | 88.7% | 69.2%+19.5pp | 81.9%+6.8pp | 69.6%+19.0pp |
| Annual return | 2.60% | 24.19%-21.6pp | 151.07%-148.5pp | 31.71%-29.1pp |
| Employer contribution / active EE | $1,950 | $3,256-40.1% | $5,011-61.1% | $2,471-21.1% |
| Participant deferral / active EE | $2,113 | $3,236-34.7% | $5,202-59.4% | $3,740-43.5% |
| Admin fee / account holder | $12,203 | $6,751+80.8% | $13,984-12.7% | $5,306+130.0% |