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 | $404,986 | $106,749+279.4% | $145,433+178.5% | $82,448+391.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 11.65% | 27.59%-15.9pp | 66.58%-54.9pp | 41.64%-30.0pp |
| Employer contribution / active EE | $13,426 | $3,444+289.8% | $4,554+194.8% | $2,551+426.3% |
| Participant deferral / active EE | $15,614 | $6,519+139.5% | $7,897+97.7% | $4,139+277.2% |
| Admin fee / account holder | $6,440 | $8,390-23.2% | $13,129-50.9% | $7,234-11.0% |