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 | $274,867 | $98,750+178.3% | $149,696+83.6% | $79,858+244.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 4.76% | 27.43%-22.7pp | 276.60%-271.8pp | 31.71%-27.0pp |
| Employer contribution / active EE | $7,979 | $3,216+148.1% | $4,644+71.8% | $2,471+222.9% |
| Participant deferral / active EE | $9,882 | $5,680+74.0% | $6,842+44.4% | $3,740+164.2% |
| Admin fee / account holder | $35,334 | $6,053+483.8% | $9,309+279.6% | $5,306+565.9% |