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 | $306,472 | $98,750+210.4% | $149,696+104.7% | $79,858+283.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 11.98% | 27.43%-15.4pp | 276.60%-264.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $7,853 | $3,216+144.2% | $4,644+69.1% | $2,471+217.8% |
| Participant deferral / active EE | $9,649 | $5,680+69.9% | $6,842+41.0% | $3,740+158.0% |
| Admin fee / account holder | $23,992 | $6,053+296.4% | $9,309+157.7% | $5,306+352.1% |