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 | $361,811 | $91,190+296.8% | $178,490+102.7% | $79,858+353.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 8.93% | 24.19%-15.3pp | 151.07%-142.1pp | 31.71%-22.8pp |
| Employer contribution / active EE | $18,618 | $3,256+471.8% | $5,011+271.6% | $2,471+653.5% |
| Participant deferral / active EE | $13,852 | $3,236+328.0% | $5,202+166.3% | $3,740+270.4% |
| Admin fee / account holder | $19,209 | $6,751+184.5% | $13,984+37.4% | $5,306+262.0% |