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 7-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 | $387,752 | $89,355+333.9% | $141,162+174.7% | $72,985+431.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 10.54% | 111.85%-101.3pp | 71.39%-60.9pp | 81.00%-70.5pp |
| Employer contribution / active EE | $15,216 | $3,114+388.6% | $4,735+221.4% | $2,440+523.7% |
| Participant deferral / active EE | $11,572 | $5,418+113.6% | $6,709+72.5% | $3,607+220.8% |
| Admin fee / account holder | $15,324 | $5,958+157.2% | $10,261+49.3% | $5,124+199.0% |