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 | $413,474 | $98,240+320.9% | $82,313+402.3% | $147,584+180.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 7.22% | 30.85%-23.6pp | 25.88%-18.7pp | 578.55%-571.3pp |
| Employer contribution / active EE | $13,805 | $3,192+332.5% | $2,428+468.5% | $4,876+183.1% |
| Participant deferral / active EE | $6,870 | $4,383+56.7% | $3,706+85.4% | $5,439+26.3% |
| Admin fee / account holder | $112,530 | $8,563+1214.1% | $5,608+1906.6% | $10,885+933.8% |