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 | $327,698 | $105,181+211.6% | $159,436+105.5% | $85,850+281.7% |
| Participation rate | 89.8% | 75.8%+14.1pp | 82.8%+7.0pp | 69.3%+20.5pp |
| Annual return | 9.94% | 45.07%-35.1pp | 263.57%-253.6pp | 318.53%-308.6pp |
| Employer contribution / active EE | $12,069 | $3,318+263.7% | $4,829+149.9% | $2,565+370.5% |
| Participant deferral / active EE | $7,336 | $5,945+23.4% | $7,352-0.2% | $3,952+85.6% |
| Admin fee / account holder | $67,080 | $6,933+867.5% | $10,799+521.2% | $6,260+971.6% |