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 | $514,860 | $85,766+500.3% | $136,294+277.8% | $70,131+634.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.49% | 31.45%-18.0pp | 5155.94%-5142.4pp | 73.14%-59.6pp |
| Employer contribution / active EE | $14,573 | $2,966+391.3% | $4,695+210.4% | $2,342+522.1% |
| Participant deferral / active EE | $15,083 | $5,051+198.6% | $6,247+141.4% | $3,332+352.7% |
| Admin fee / account holder | $17,428 | $5,420+221.5% | $9,243+88.6% | $4,645+275.2% |