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 | $379,035 | $89,355+324.2% | $141,162+168.5% | $72,985+419.3% |
| Participation rate | 76.9% | 75.1%+1.8pp | 82.5%-5.5pp | 69.5%+7.4pp |
| Annual return | 16.81% | 111.85%-95.0pp | 71.39%-54.6pp | 81.00%-64.2pp |
| Employer contribution / active EE | $13,553 | $3,114+335.2% | $4,735+186.2% | $2,440+455.5% |
| Participant deferral / active EE | $8,466 | $5,418+56.3% | $6,709+26.2% | $3,607+134.7% |
| Admin fee / account holder | $19,854 | $5,958+233.2% | $10,261+93.5% | $5,124+287.4% |