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 | $253,725 | $105,126+141.4% | $94,646+168.1% | $139,434+82.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 11.86% | 38.03%-26.2pp | 156.71%-144.8pp | 372.94%-361.1pp |
| Employer contribution / active EE | $7,891 | $4,106+92.2% | $3,672+114.9% | $4,751+66.1% |
| Participant deferral / active EE | $12,084 | $7,599+59.0% | $7,418+62.9% | $6,710+80.1% |
| Admin fee / account holder | $84,395 | $8,984+839.4% | $7,231+1067.2% | $11,403+640.1% |