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 | $252,350 | $102,317+146.6% | $146,958+71.7% | $80,856+212.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 9.80% | 134.76%-125.0pp | 418.34%-408.5pp | 35.59%-25.8pp |
| Employer contribution / active EE | $8,397 | $3,713+126.2% | $4,933+70.2% | $2,755+204.8% |
| Participant deferral / active EE | $7,475 | $6,644+12.5% | $8,070-7.4% | $4,296+74.0% |
| Admin fee / account holder | $15,978 | $7,941+101.2% | $12,998+22.9% | $6,918+131.0% |