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 | $321,891 | $78,422+310.5% | $95,952+235.5% | $79,858+303.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 1.95% | 19.37%-17.4pp | 91.61%-89.7pp | 31.71%-29.8pp |
| Employer contribution / active EE | $10,374 | $1,945+433.4% | $2,541+308.3% | $2,471+319.9% |
| Participant deferral / active EE | $1,604 | $3,440-53.4% | $4,167-61.5% | $3,740-57.1% |
| Admin fee / account holder | $13,482 | $5,622+139.8% | $6,795+98.4% | $5,306+154.1% |