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 | $293,684 | $100,852+191.2% | $90,404+224.9% | $158,922+84.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 5.32% | 1724.20%-1718.9pp | 1293.02%-1287.7pp | 302.83%-297.5pp |
| Employer contribution / active EE | $20,033 | $3,689+443.1% | $3,262+514.2% | $4,761+320.8% |
| Participant deferral / active EE | $10,488 | $4,348+141.2% | $3,963+164.6% | $5,982+75.3% |
| Admin fee / account holder | $580 | $6,501-91.1% | $5,611-89.7% | $11,246-94.8% |