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 | $298,321 | $81,233+267.2% | $155,567+91.8% | $80,874+268.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 9.09% | 33.33%-24.2pp | 64.74%-55.6pp | 35.62%-26.5pp |
| Employer contribution / active EE | $8,904 | $3,101+187.1% | $4,674+90.5% | $2,756+223.1% |
| Participant deferral / active EE | $7,392 | $3,452+114.1% | $5,628+31.3% | $4,297+72.0% |
| Admin fee / account holder | $51,719 | $7,998+546.7% | $15,916+224.9% | $6,935+645.8% |