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 | $433,912 | $93,571+363.7% | $135,903+219.3% | $75,163+477.3% |
| Participation rate | 92.8% | 75.2%+17.6pp | 81.9%+10.8pp | 67.2%+25.6pp |
| Annual return | 13.07% | 30.90%-17.8pp | 68.23%-55.2pp | 160.62%-147.5pp |
| Employer contribution / active EE | $15,217 | $3,537+330.3% | $4,856+213.4% | $2,670+470.0% |
| Participant deferral / active EE | $12,290 | $6,404+91.9% | $7,758+58.4% | $4,125+197.9% |
| Admin fee / account holder | $79,112 | $6,975+1034.2% | $10,762+635.1% | $5,651+1300.0% |