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 | $432,145 | $109,881+293.3% | $150,045+188.0% | $84,808+409.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 10.68% | 28.25%-17.6pp | 62.55%-51.9pp | 40.90%-30.2pp |
| Employer contribution / active EE | $19,538 | $3,561+448.6% | $4,693+316.3% | $2,631+642.6% |
| Participant deferral / active EE | $8,606 | $6,636+29.7% | $7,997+7.6% | $4,212+104.3% |
| Admin fee / account holder | $121,432 | $8,568+1317.3% | $13,435+803.9% | $7,344+1553.5% |