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 | $264,674 | $98,750+168.0% | $149,696+76.8% | $79,858+231.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 7.65% | 27.43%-19.8pp | 276.60%-269.0pp | 31.71%-24.1pp |
| Employer contribution / active EE | $8,594 | $3,216+167.2% | $4,644+85.0% | $2,471+247.8% |
| Participant deferral / active EE | $8,039 | $5,680+41.5% | $6,842+17.5% | $3,740+114.9% |
| Admin fee / account holder | $14,303 | $6,053+136.3% | $9,309+53.6% | $5,306+169.5% |