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 | $287,231 | $105,181+173.1% | $159,436+80.2% | $85,850+234.6% |
| Participation rate | 82.1% | 75.8%+6.4pp | 82.8%-0.7pp | 69.3%+12.8pp |
| Annual return | 12.22% | 45.07%-32.8pp | 263.57%-251.3pp | 318.53%-306.3pp |
| Employer contribution / active EE | $6,375 | $3,318+92.1% | $4,829+32.0% | $2,565+148.5% |
| Participant deferral / active EE | $9,729 | $5,945+63.7% | $7,352+32.3% | $3,952+146.2% |
| Admin fee / account holder | $15,558 | $6,933+124.4% | $10,799+44.1% | $6,260+148.5% |