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 | $518,297 | $89,355+480.0% | $141,162+267.2% | $72,985+610.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 2.55% | 111.85%-109.3pp | 71.39%-68.8pp | 81.00%-78.4pp |
| Employer contribution / active EE | $8,394 | $3,114+169.5% | $4,735+77.3% | $2,440+244.0% |
| Participant deferral / active EE | $15,106 | $5,418+178.8% | $6,709+125.2% | $3,607+318.8% |
| Admin fee / account holder | $15,698 | $5,958+163.5% | $10,261+53.0% | $5,124+206.3% |