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 | $299,145 | $102,317+192.4% | $146,958+103.6% | $80,856+270.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.80% | 134.76%-123.0pp | 418.34%-406.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $8,680 | $3,713+133.8% | $4,933+76.0% | $2,755+215.1% |
| Participant deferral / active EE | $12,137 | $6,644+82.7% | $8,070+50.4% | $4,296+182.5% |
| Admin fee / account holder | $1,271 | $7,941-84.0% | $12,998-90.2% | $6,918-81.6% |