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 | $367,911 | $148,978+147.0% | $200,582+83.4% | $84,808+333.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 12.28% | 28.16%-15.9pp | 42.33%-30.1pp | 40.90%-28.6pp |
| Employer contribution / active EE | $13,333 | $4,815+176.9% | $6,419+107.7% | $2,631+406.8% |
| Participant deferral / active EE | $8,128 | $7,142+13.8% | $9,331-12.9% | $4,212+93.0% |
| Admin fee / account holder | $25,678 | $13,977+83.7% | $16,305+57.5% | $7,344+249.7% |