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 | $338,463 | $69,207+389.1% | $64,056+428.4% | $139,434+142.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 6.81% | 45.88%-39.1pp | 33.69%-26.9pp | 372.94%-366.1pp |
| Employer contribution / active EE | $18,038 | $3,182+466.9% | $2,747+556.8% | $4,751+279.7% |
| Participant deferral / active EE | $8,952 | $4,682+91.2% | $3,880+130.7% | $6,710+33.4% |
| Admin fee / account holder | $5,013 | $4,244+18.1% | $3,068+63.4% | $11,403-56.0% |