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 | $288,306 | $89,355+222.7% | $141,162+104.2% | $72,985+295.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 14.26% | 111.85%-97.6pp | 71.39%-57.1pp | 81.00%-66.7pp |
| Employer contribution / active EE | $8,489 | $3,114+172.6% | $4,735+79.3% | $2,440+248.0% |
| Participant deferral / active EE | $8,354 | $5,418+54.2% | $6,709+24.5% | $3,607+131.6% |
| Admin fee / account holder | $15,402 | $5,958+158.5% | $10,261+50.1% | $5,124+200.6% |