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 | $330,552 | $96,484+242.6% | $75,886+335.6% | $152,861+116.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 6.38% | 33.98%-27.6pp | 30.76%-24.4pp | 345.32%-338.9pp |
| Employer contribution / active EE | $9,406 | $3,309+184.2% | $2,500+276.2% | $4,762+97.5% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,603-100.0% | $5,850-100.0% |
| Admin fee / account holder | $3,212 | $8,078-60.2% | $5,418-40.7% | $11,596-72.3% |