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 | $250,989 | $91,190+175.2% | $178,490+40.6% | $79,858+214.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 9.87% | 24.19%-14.3pp | 151.07%-141.2pp | 31.71%-21.8pp |
| Employer contribution / active EE | $12,404 | $3,256+281.0% | $5,011+147.6% | $2,471+402.0% |
| Participant deferral / active EE | $9,905 | $3,236+206.1% | $5,202+90.4% | $3,740+164.8% |
| Admin fee / account holder | $544 | $6,751-91.9% | $13,984-96.1% | $5,306-89.7% |