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 | $300,012 | $100,041+199.9% | $149,718+100.4% | $70,131+327.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 8.95% | 27.43%-18.5pp | 1501.63%-1492.7pp | 73.14%-64.2pp |
| Employer contribution / active EE | $15,385 | $3,662+320.2% | $5,445+182.6% | $2,342+556.8% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $794 | $8,286-90.4% | $11,283-93.0% | $4,645-82.9% |