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 | $414,240 | $78,422+428.2% | $95,952+331.7% | $79,858+418.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 8.56% | 19.37%-10.8pp | 91.61%-83.1pp | 31.71%-23.2pp |
| Employer contribution / active EE | $6,227 | $1,945+220.2% | $2,541+145.1% | $2,471+152.0% |
| Participant deferral / active EE | $10,667 | $3,440+210.1% | $4,167+156.0% | $3,740+185.2% |
| Admin fee / account holder | $32,218 | $5,622+473.1% | $6,795+374.1% | $5,306+507.2% |