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 | $534,468 | $85,766+523.2% | $136,294+292.1% | $70,131+662.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.09% | 31.45%-17.4pp | 5155.94%-5141.8pp | 73.14%-59.1pp |
| Employer contribution / active EE | $16,124 | $2,966+443.6% | $4,695+243.4% | $2,342+588.4% |
| Participant deferral / active EE | $11,546 | $5,051+128.6% | $6,247+84.8% | $3,332+246.5% |
| Admin fee / account holder | $10,649 | $5,420+96.5% | $9,243+15.2% | $4,645+129.2% |