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 | $335,453 | $89,355+275.4% | $141,162+137.6% | $72,985+359.6% |
| Participation rate | 90.0% | 75.1%+14.9pp | 82.5%+7.5pp | 69.5%+20.5pp |
| Annual return | 16.83% | 111.85%-95.0pp | 71.39%-54.6pp | 81.00%-64.2pp |
| Employer contribution / active EE | $2,982 | $3,114-4.2% | $4,735-37.0% | $2,440+22.2% |
| Participant deferral / active EE | $6,919 | $5,418+27.7% | $6,709+3.1% | $3,607+91.8% |
| Admin fee / account holder | $42,557 | $5,958+614.3% | $10,261+314.7% | $5,124+730.5% |