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 | $477,588 | $98,750+383.6% | $149,696+219.0% | $79,858+498.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 10.52% | 27.43%-16.9pp | 276.60%-266.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $13,922 | $3,216+332.8% | $4,644+199.8% | $2,471+463.4% |
| Participant deferral / active EE | $12,525 | $5,680+120.5% | $6,842+83.1% | $3,740+234.9% |
| Admin fee / account holder | $27,637 | $6,053+356.6% | $9,309+196.9% | $5,306+420.8% |