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 | $314,802 | $85,202+269.5% | $172,739+82.2% | $72,985+331.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 9.51% | 27.32%-17.8pp | 802.84%-793.3pp | 81.00%-71.5pp |
| Employer contribution / active EE | $11,119 | $3,324+234.5% | $5,143+116.2% | $2,440+355.7% |
| Participant deferral / active EE | $6,630 | $3,260+103.4% | $5,198+27.6% | $3,607+83.8% |
| Admin fee / account holder | $46,730 | $5,884+694.2% | $13,954+234.9% | $5,124+811.9% |