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 | $435,125 | $98,750+340.6% | $149,696+190.7% | $79,858+444.9% |
| Participation rate | 96.1% | 75.8%+20.3pp | 82.5%+13.6pp | 69.6%+26.5pp |
| Annual return | 11.65% | 27.43%-15.8pp | 276.60%-265.0pp | 31.71%-20.1pp |
| Employer contribution / active EE | $16,234 | $3,216+404.7% | $4,644+249.5% | $2,471+557.0% |
| Participant deferral / active EE | $10,324 | $5,680+81.8% | $6,842+50.9% | $3,740+176.0% |
| Admin fee / account holder | $19,493 | $6,053+222.1% | $9,309+109.4% | $5,306+267.4% |