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 | $251,002 | $105,181+138.6% | $159,436+57.4% | $85,850+192.4% |
| Participation rate | 95.1% | 75.8%+19.3pp | 82.8%+12.3pp | 69.3%+25.8pp |
| Annual return | 11.21% | 45.07%-33.9pp | 263.57%-252.4pp | 318.53%-307.3pp |
| Employer contribution / active EE | $7,388 | $3,318+122.6% | $4,829+53.0% | $2,565+188.0% |
| Participant deferral / active EE | $8,995 | $5,945+51.3% | $7,352+22.3% | $3,952+127.6% |
| Admin fee / account holder | $52,598 | $6,933+658.6% | $10,799+387.1% | $6,260+740.2% |