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 | $513,268 | $102,317+401.6% | $146,958+249.3% | $80,856+534.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 9.99% | 134.76%-124.8pp | 418.34%-408.3pp | 35.59%-25.6pp |
| Employer contribution / active EE | $9,225 | $3,713+148.5% | $4,933+87.0% | $2,755+234.9% |
| Participant deferral / active EE | $8,329 | $6,644+25.4% | $8,070+3.2% | $4,296+93.9% |
| Admin fee / account holder | $32,013 | $7,941+303.1% | $12,998+146.3% | $6,918+362.7% |