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 | $255,174 | $57,281+345.5% | $86,612+194.6% | $75,163+239.5% |
| Participation rate | 93.8% | 63.2%+30.6pp | 71.7%+22.1pp | 67.2%+26.6pp |
| Annual return | 11.50% | 2670.75%-2659.2pp | 591.07%-579.6pp | 160.62%-149.1pp |
| Employer contribution / active EE | $12,067 | $2,314+421.4% | $3,022+299.2% | $2,670+352.0% |
| Participant deferral / active EE | $12,168 | $3,318+266.7% | $4,438+174.2% | $4,125+195.0% |
| Admin fee / account holder | $96,579 | $4,112+2248.8% | $5,614+1620.3% | $5,651+1609.1% |