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 | $352,396 | $85,766+310.9% | $136,294+158.6% | $70,131+402.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.28% | 31.45%-18.2pp | 5155.94%-5142.7pp | 73.14%-59.9pp |
| Employer contribution / active EE | $5,121 | $2,966+72.7% | $4,695+9.1% | $2,342+118.6% |
| Participant deferral / active EE | $7,446 | $5,051+47.4% | $6,247+19.2% | $3,332+123.5% |
| Admin fee / account holder | $11,006 | $5,420+103.0% | $9,243+19.1% | $4,645+136.9% |