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 | $281,426 | $93,571+200.8% | $135,903+107.1% | $75,163+274.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 13.27% | 30.90%-17.6pp | 68.23%-55.0pp | 160.62%-147.3pp |
| Employer contribution / active EE | $10,001 | $3,537+182.8% | $4,856+105.9% | $2,670+274.6% |
| Participant deferral / active EE | $8,351 | $6,404+30.4% | $7,758+7.7% | $4,125+102.5% |
| Admin fee / account holder | $18,140 | $6,975+160.1% | $10,762+68.6% | $5,651+221.0% |