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 | $297,798 | $60,124+395.3% | $90,404+229.4% | $79,858+272.9% |
| Participation rate | 97.2% | 65.0%+32.2pp | 72.7%+24.5pp | 69.6%+27.6pp |
| Annual return | 10.20% | 71.94%-61.7pp | 1293.02%-1282.8pp | 31.71%-21.5pp |
| Employer contribution / active EE | $12,035 | $2,068+482.0% | $3,262+269.0% | $2,471+387.1% |
| Participant deferral / active EE | $12,721 | $2,938+332.9% | $3,963+221.0% | $3,740+240.1% |
| Admin fee / account holder | $23,458 | $3,976+489.9% | $5,611+318.1% | $5,306+342.1% |