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 | $323,622 | $95,416+239.2% | $185,823+74.2% | $85,850+277.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 10.36% | 23.59%-13.2pp | 122.05%-111.7pp | 318.53%-308.2pp |
| Employer contribution / active EE | $8,442 | $3,314+154.8% | $5,167+63.4% | $2,565+229.1% |
| Participant deferral / active EE | $6,349 | $3,423+85.5% | $5,568+14.0% | $3,952+60.7% |
| Admin fee / account holder | $94,524 | $7,213+1210.5% | $16,237+482.1% | $6,260+1410.0% |