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 | $378,061 | $98,750+282.8% | $149,696+152.6% | $79,858+373.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 10.09% | 27.43%-17.3pp | 276.60%-266.5pp | 31.71%-21.6pp |
| Employer contribution / active EE | $9,962 | $3,216+209.7% | $4,644+114.5% | $2,471+303.2% |
| Participant deferral / active EE | $7,533 | $5,680+32.6% | $6,842+10.1% | $3,740+101.4% |
| Admin fee / account holder | $27,257 | $6,053+350.3% | $9,309+192.8% | $5,306+413.7% |