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 | $341,497 | $91,190+274.5% | $178,490+91.3% | $79,858+327.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 5.99% | 24.19%-18.2pp | 151.07%-145.1pp | 31.71%-25.7pp |
| Employer contribution / active EE | $14,066 | $3,256+332.0% | $5,011+180.7% | $2,471+469.3% |
| Participant deferral / active EE | $8,521 | $3,236+163.3% | $5,202+63.8% | $3,740+127.8% |
| Admin fee / account holder | $7,265 | $6,751+7.6% | $13,984-48.0% | $5,306+36.9% |