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 | $303,931 | $70,428+331.5% | $96,562+214.8% | $85,850+254.0% |
| Participation rate | 92.0% | 61.8%+30.2pp | 69.8%+22.2pp | 69.3%+22.7pp |
| Annual return | 10.06% | 18.59%-8.5pp | 37.78%-27.7pp | 318.53%-308.5pp |
| Employer contribution / active EE | $6,703 | $1,413+374.4% | $2,356+184.4% | $2,565+161.3% |
| Participant deferral / active EE | $9,111 | $2,894+214.9% | $3,849+136.7% | $3,952+130.6% |
| Admin fee / account holder | $55,247 | $4,997+1005.7% | $6,181+793.9% | $6,260+782.6% |