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 | $252,217 | $89,355+182.3% | $141,162+78.7% | $72,985+245.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.04% | 111.85%-94.8pp | 71.39%-54.4pp | 81.00%-64.0pp |
| Employer contribution / active EE | $11,431 | $3,114+267.0% | $4,735+141.4% | $2,440+368.5% |
| Participant deferral / active EE | $10,020 | $5,418+84.9% | $6,709+49.3% | $3,607+177.8% |
| Admin fee / account holder | $7,810 | $5,958+31.1% | $10,261-23.9% | $5,124+52.4% |