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 | $484,565 | $91,552+429.3% | $133,956+261.7% | $79,858+506.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 8.34% | 61.85%-53.5pp | 45.09%-36.8pp | 31.71%-23.4pp |
| Employer contribution / active EE | $11,045 | $2,384+363.4% | $3,919+181.9% | $2,471+347.0% |
| Participant deferral / active EE | $8,303 | $3,733+122.4% | $5,048+64.5% | $3,740+122.0% |
| Admin fee / account holder | $31,420 | $6,321+397.1% | $8,927+252.0% | $5,306+492.1% |