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 | $514,626 | $76,407+573.5% | $150,298+242.4% | $82,448+524.2% |
| Participation rate | 88.5% | 66.4%+22.1pp | 77.8%+10.7pp | 68.1%+20.4pp |
| Annual return | 12.23% | 39.99%-27.8pp | 62.79%-50.6pp | 41.64%-29.4pp |
| Employer contribution / active EE | $20,679 | $2,614+691.1% | $4,154+397.8% | $2,551+710.6% |
| Participant deferral / active EE | $15,709 | $3,214+388.7% | $5,453+188.1% | $4,139+279.5% |
| Admin fee / account holder | $117,464 | $6,352+1749.2% | $14,116+732.1% | $7,234+1523.7% |