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 | $296,412 | $51,175+479.2% | $70,515+320.4% | $75,163+294.4% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 12.33% | 30.02%-17.7pp | 32.77%-20.4pp | 160.62%-148.3pp |
| Employer contribution / active EE | $13,209 | $1,826+623.4% | $2,973+344.2% | $2,670+394.8% |
| Participant deferral / active EE | $5,419 | $2,849+90.2% | $4,567+18.7% | $4,125+31.4% |
| Admin fee / account holder | $14,667 | $4,091+258.5% | $6,412+128.7% | $5,651+159.5% |