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 | $319,883 | $93,571+241.9% | $135,903+135.4% | $75,163+325.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 13.13% | 30.90%-17.8pp | 68.23%-55.1pp | 160.62%-147.5pp |
| Employer contribution / active EE | $6,750 | $3,537+90.9% | $4,856+39.0% | $2,670+152.8% |
| Participant deferral / active EE | $11,370 | $6,404+77.5% | $7,758+46.6% | $4,125+175.6% |
| Admin fee / account holder | $51,506 | $6,975+638.4% | $10,762+378.6% | $5,651+811.5% |