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 | $310,768 | $98,750+214.7% | $149,696+107.6% | $79,858+289.2% |
| Participation rate | 95.7% | 75.8%+19.9pp | 82.5%+13.2pp | 69.6%+26.0pp |
| Annual return | 12.24% | 27.43%-15.2pp | 276.60%-264.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $14,560 | $3,216+352.7% | $4,644+213.5% | $2,471+489.3% |
| Participant deferral / active EE | $12,920 | $5,680+127.5% | $6,842+88.8% | $3,740+245.5% |
| Admin fee / account holder | $52,120 | $6,053+761.1% | $9,309+459.9% | $5,306+882.2% |