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 | $359,258 | $77,145+365.7% | $108,410+231.4% | $85,850+318.5% |
| Participation rate | 92.6% | 74.7%+17.9pp | 80.1%+12.5pp | 69.3%+23.3pp |
| Annual return | 12.52% | 44.54%-32.0pp | 905.27%-892.8pp | 318.53%-306.0pp |
| Employer contribution / active EE | $13,326 | $2,379+460.1% | $3,558+274.5% | $2,565+419.5% |
| Participant deferral / active EE | $9,865 | $5,566+77.2% | $6,563+50.3% | $3,952+149.6% |
| Admin fee / account holder | $22,752 | $5,172+339.9% | $7,295+211.9% | $6,260+263.5% |