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 | $340,220 | $80,717+321.5% | $154,803+119.8% | $84,808+301.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 11.64% | 37.96%-26.3pp | 58.88%-47.2pp | 40.90%-29.3pp |
| Employer contribution / active EE | $5,750 | $2,761+108.2% | $4,305+33.6% | $2,631+118.6% |
| Participant deferral / active EE | $6,013 | $3,303+82.0% | $5,540+8.5% | $4,212+42.8% |
| Admin fee / account holder | $23,600 | $6,746+249.9% | $14,329+64.7% | $7,344+221.4% |