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 | $327,620 | $98,463+232.7% | $119,258+174.7% | $85,850+281.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.3%+30.7pp |
| Annual return | 7.63% | 38.53%-30.9pp | 30.69%-23.1pp | 318.53%-310.9pp |
| Employer contribution / active EE | $12,056 | $3,698+226.0% | $4,384+175.0% | $2,565+370.0% |
| Participant deferral / active EE | $7,138 | $4,942+44.4% | $6,111+16.8% | $3,952+80.6% |
| Admin fee / account holder | $58,854 | $7,493+685.4% | $7,226+714.5% | $6,260+840.2% |