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 | $254,771 | $76,552+232.8% | $123,892+105.6% | $62,891+305.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 2.39% | 18.68%-16.3pp | 47.52%-45.1pp | 20.14%-17.8pp |
| Employer contribution / active EE | $11,854 | $2,883+311.2% | $4,617+156.8% | $2,281+419.7% |
| Participant deferral / active EE | $9,541 | $4,840+97.1% | $5,984+59.4% | $3,203+197.9% |
| Admin fee / account holder | $56,918 | $4,826+1079.5% | $8,357+581.1% | $4,296+1225.0% |