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 | $285,850 | $72,277+295.5% | $101,248+182.3% | $79,858+257.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 4.16% | 22.30%-18.1pp | 46.47%-42.3pp | 31.71%-27.6pp |
| Employer contribution / active EE | $8,414 | $2,692+212.6% | $3,660+129.9% | $2,471+240.5% |
| Participant deferral / active EE | $9,400 | $3,282+186.4% | $4,370+115.1% | $3,740+151.3% |
| Admin fee / account holder | $8,160 | $4,400+85.4% | $5,945+37.2% | $5,306+53.8% |