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 | $314,864 | $93,571+236.5% | $135,903+131.7% | $75,163+318.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 12.67% | 30.90%-18.2pp | 68.23%-55.6pp | 160.62%-147.9pp |
| Employer contribution / active EE | $12,986 | $3,537+267.2% | $4,856+167.4% | $2,670+386.4% |
| Participant deferral / active EE | $10,073 | $6,404+57.3% | $7,758+29.8% | $4,125+144.2% |
| Admin fee / account holder | $31,199 | $6,975+347.3% | $10,762+189.9% | $5,651+452.1% |