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 | $324,679 | $91,552+254.6% | $133,956+142.4% | $79,858+306.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 5.31% | 61.85%-56.5pp | 45.09%-39.8pp | 31.71%-26.4pp |
| Employer contribution / active EE | $7,703 | $2,384+223.2% | $3,919+96.6% | $2,471+211.8% |
| Participant deferral / active EE | $9,361 | $3,733+150.7% | $5,048+85.4% | $3,740+150.3% |
| Admin fee / account holder | $6,598 | $6,321+4.4% | $8,927-26.1% | $5,306+24.3% |