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 | $625,275 | $98,750+533.2% | $149,696+317.7% | $79,858+683.0% |
| Participation rate | 72.2% | 75.8%-3.6pp | 82.5%-10.3pp | 69.6%+2.6pp |
| Annual return | 11.35% | 27.43%-16.1pp | 276.60%-265.2pp | 31.71%-20.4pp |
| Employer contribution / active EE | $6,964 | $3,216+116.5% | $4,644+49.9% | $2,471+181.8% |
| Participant deferral / active EE | $5,418 | $5,680-4.6% | $6,842-20.8% | $3,740+44.9% |
| Admin fee / account holder | $41,078 | $6,053+578.7% | $9,309+341.3% | $5,306+674.1% |