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 | $376,524 | $135,952+177.0% | $123,892+203.9% | $273,961+37.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.11% | 56.63%-54.5pp | 47.52%-45.4pp | 41.45%-39.3pp |
| Employer contribution / active EE | $21,705 | $5,170+319.9% | $4,617+370.1% | $4,869+345.8% |
| Participant deferral / active EE | $14,093 | $6,343+122.2% | $5,984+135.5% | $5,287+166.5% |
| Admin fee / account holder | $114,258 | $9,817+1063.9% | $8,357+1267.2% | $10,132+1027.7% |