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 | $437,710 | $109,359+300.3% | $162,163+169.9% | $72,985+499.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 17.40% | 25.46%-8.1pp | 115.59%-98.2pp | 81.00%-63.6pp |
| Employer contribution / active EE | $9,388 | $3,907+140.3% | $5,614+67.2% | $2,440+284.8% |
| Participant deferral / active EE | $9,640 | $5,481+75.9% | $7,298+32.1% | $3,607+167.2% |
| Admin fee / account holder | $51,709 | $7,972+548.7% | $10,843+376.9% | $5,124+909.1% |