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 | $314,557 | $89,355+252.0% | $141,162+122.8% | $72,985+331.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 13.19% | 111.85%-98.7pp | 71.39%-58.2pp | 81.00%-67.8pp |
| Employer contribution / active EE | $5,293 | $3,114+70.0% | $4,735+11.8% | $2,440+117.0% |
| Participant deferral / active EE | $10,889 | $5,418+101.0% | $6,709+62.3% | $3,607+201.9% |
| Admin fee / account holder | $42,709 | $5,958+616.8% | $10,261+316.2% | $5,124+733.5% |