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 | $315,401 | $65,365+382.5% | $92,893+239.5% | $72,985+332.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 3.39% | 42.10%-38.7pp | 109.41%-106.0pp | 81.00%-77.6pp |
| Employer contribution / active EE | $8,688 | $2,594+234.9% | $3,653+137.8% | $2,440+256.1% |
| Participant deferral / active EE | $9,382 | $3,128+199.9% | $4,236+121.5% | $3,607+160.1% |
| Admin fee / account holder | $22,739 | $4,251+434.9% | $5,794+292.5% | $5,124+343.7% |