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 | $331,170 | $109,413+202.7% | $156,263+111.9% | $84,808+290.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 11.74% | 20.18%-8.4pp | 59.47%-47.7pp | 40.90%-29.2pp |
| Employer contribution / active EE | $16,011 | $2,907+450.8% | $4,333+269.5% | $2,631+508.6% |
| Participant deferral / active EE | $13,176 | $4,590+187.1% | $6,158+114.0% | $4,212+212.9% |
| Admin fee / account holder | $144,143 | $9,357+1440.5% | $14,255+911.2% | $7,344+1862.8% |