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 | $570,438 | $148,978+282.9% | $200,582+184.4% | $84,808+572.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 12.93% | 28.16%-15.2pp | 42.33%-29.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $16,196 | $4,815+236.4% | $6,419+152.3% | $2,631+515.6% |
| Participant deferral / active EE | $13,951 | $7,142+95.3% | $9,331+49.5% | $4,212+231.3% |
| Admin fee / account holder | $414 | $13,977-97.0% | $16,305-97.5% | $7,344-94.4% |