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 | $400,983 | $74,888+435.4% | $71,209+463.1% | $142,382+181.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 10.40% | 345.14%-334.7pp | 282.51%-272.1pp | 217.08%-206.7pp |
| Employer contribution / active EE | $8,108 | $2,854+184.1% | $2,721+198.0% | $4,299+88.6% |
| Participant deferral / active EE | $14,005 | $4,454+214.4% | $4,175+235.4% | $6,507+115.2% |
| Admin fee / account holder | $39,607 | $5,568+611.3% | $5,349+640.5% | $12,624+213.8% |