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 | $303,571 | $95,416+218.2% | $185,823+63.4% | $85,850+253.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 7.76% | 23.59%-15.8pp | 122.05%-114.3pp | 318.53%-310.8pp |
| Employer contribution / active EE | $7,014 | $3,314+111.7% | $5,167+35.7% | $2,565+173.4% |
| Participant deferral / active EE | $7,629 | $3,423+122.8% | $5,568+37.0% | $3,952+93.0% |
| Admin fee / account holder | $91,181 | $7,213+1164.2% | $16,237+461.6% | $6,260+1356.6% |