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 | $583,503 | $93,571+523.6% | $135,903+329.4% | $75,163+676.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 13.42% | 30.90%-17.5pp | 68.23%-54.8pp | 160.62%-147.2pp |
| Employer contribution / active EE | $18,297 | $3,537+417.4% | $4,856+276.8% | $2,670+585.3% |
| Participant deferral / active EE | $15,434 | $6,404+141.0% | $7,758+98.9% | $4,125+274.1% |
| Admin fee / account holder | $56,585 | $6,975+711.2% | $10,762+425.8% | $5,651+901.3% |