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 | $274,260 | $65,365+319.6% | $92,893+195.2% | $72,985+275.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 1.86% | 42.10%-40.2pp | 109.41%-107.5pp | 81.00%-79.1pp |
| Employer contribution / active EE | $8,493 | $2,594+227.4% | $3,653+132.5% | $2,440+248.1% |
| Participant deferral / active EE | $10,265 | $3,128+228.1% | $4,236+142.3% | $3,607+184.6% |
| Admin fee / account holder | $56,048 | $4,251+1218.3% | $5,794+867.4% | $5,124+993.7% |