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 | $321,053 | $77,899+312.1% | $149,673+114.5% | $75,163+327.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 9.01% | 31.72%-22.7pp | 134.42%-125.4pp | 160.62%-151.6pp |
| Employer contribution / active EE | $18,757 | $3,137+497.8% | $4,818+289.3% | $2,670+602.6% |
| Participant deferral / active EE | $7,760 | $3,411+127.5% | $5,680+36.6% | $4,125+88.1% |
| Admin fee / account holder | $4,577 | $5,956-23.2% | $13,210-65.4% | $5,651-19.0% |