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 | $269,833 | $85,766+214.6% | $136,294+98.0% | $70,131+284.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.33% | 31.45%-18.1pp | 5155.94%-5142.6pp | 73.14%-59.8pp |
| Employer contribution / active EE | $15,551 | $2,966+424.3% | $4,695+231.2% | $2,342+563.9% |
| Participant deferral / active EE | $8,278 | $5,051+63.9% | $6,247+32.5% | $3,332+148.4% |
| Admin fee / account holder | $1,249 | $5,420-77.0% | $9,243-86.5% | $4,645-73.1% |