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 | $355,207 | $77,899+356.0% | $149,673+137.3% | $75,163+372.6% |
| Participation rate | 93.3% | 65.6%+27.8pp | 78.8%+14.6pp | 67.2%+26.1pp |
| Annual return | 6.39% | 31.72%-25.3pp | 134.42%-128.0pp | 160.62%-154.2pp |
| Employer contribution / active EE | $7,358 | $3,137+134.5% | $4,818+52.7% | $2,670+175.6% |
| Participant deferral / active EE | $5,112 | $3,411+49.9% | $5,680-10.0% | $4,125+23.9% |
| Admin fee / account holder | $62,032 | $5,956+941.5% | $13,210+369.6% | $5,651+997.7% |