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 | $370,383 | $89,355+314.5% | $141,162+162.4% | $72,985+407.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 15.19% | 111.85%-96.7pp | 71.39%-56.2pp | 81.00%-65.8pp |
| Employer contribution / active EE | $4,663 | $3,114+49.7% | $4,735-1.5% | $2,440+91.1% |
| Participant deferral / active EE | $12,013 | $5,418+121.7% | $6,709+79.1% | $3,607+233.0% |
| Admin fee / account holder | $2,811 | $5,958-52.8% | $10,261-72.6% | $5,124-45.1% |