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 | $333,359 | $77,899+327.9% | $149,673+122.7% | $75,163+343.5% |
| Participation rate | 87.1% | 65.6%+21.5pp | 78.8%+8.3pp | 67.2%+19.9pp |
| Annual return | 5.45% | 31.72%-26.3pp | 134.42%-129.0pp | 160.62%-155.2pp |
| Employer contribution / active EE | $14,310 | $3,137+356.1% | $4,818+197.0% | $2,670+436.0% |
| Participant deferral / active EE | $11,752 | $3,411+244.5% | $5,680+106.9% | $4,125+184.9% |
| Admin fee / account holder | $21,549 | $5,956+261.8% | $13,210+63.1% | $5,651+281.3% |