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 | $347,354 | $89,355+288.7% | $141,162+146.1% | $72,985+375.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.20% | 111.85%-94.7pp | 71.39%-54.2pp | 81.00%-63.8pp |
| Employer contribution / active EE | $12,633 | $3,114+305.6% | $4,735+166.8% | $2,440+417.8% |
| Participant deferral / active EE | $11,136 | $5,418+105.5% | $6,709+66.0% | $3,607+208.7% |
| Admin fee / account holder | $82,594 | $5,958+1286.2% | $10,261+704.9% | $5,124+1511.8% |