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 | $299,724 | $96,305+211.2% | $80,569+272.0% | $139,434+115.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 9.61% | 1350.08%-1340.5pp | 935.43%-925.8pp | 372.94%-363.3pp |
| Employer contribution / active EE | $18,869 | $3,262+478.4% | $2,723+592.8% | $4,751+297.2% |
| Participant deferral / active EE | $16,500 | $5,232+215.4% | $4,447+271.0% | $6,710+145.9% |
| Admin fee / account holder | $1,243 | $6,599-81.2% | $5,377-76.9% | $11,403-89.1% |