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 | $464,158 | $227,553+104.0% | $189,557+144.9% | $167,490+177.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 7.02% | 78.40%-71.4pp | 64.17%-57.1pp | 478.56%-471.5pp |
| Employer contribution / active EE | $10,000 | $5,316+88.1% | $4,412+126.6% | $4,837+106.7% |
| Participant deferral / active EE | $5,167 | $7,002-26.2% | $6,174-16.3% | $6,341-18.5% |
| Admin fee / account holder | $36,036 | $11,878+203.4% | $9,807+267.4% | $12,309+192.8% |