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 | $297,160 | $105,181+182.5% | $159,436+86.4% | $85,850+246.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 11.91% | 45.07%-33.2pp | 263.57%-251.7pp | 318.53%-306.6pp |
| Employer contribution / active EE | $10,676 | $3,318+221.7% | $4,829+121.1% | $2,565+316.2% |
| Participant deferral / active EE | $11,768 | $5,945+97.9% | $7,352+60.1% | $3,952+197.8% |
| Admin fee / account holder | $54,428 | $6,933+685.0% | $10,799+404.0% | $6,260+769.5% |