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 | $280,890 | $89,355+214.4% | $141,162+99.0% | $72,985+284.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 14.65% | 111.85%-97.2pp | 71.39%-56.7pp | 81.00%-66.3pp |
| Employer contribution / active EE | $9,211 | $3,114+195.7% | $4,735+94.5% | $2,440+277.5% |
| Participant deferral / active EE | $9,041 | $5,418+66.9% | $6,709+34.8% | $3,607+150.6% |
| Admin fee / account holder | $3,277 | $5,958-45.0% | $10,261-68.1% | $5,124-36.0% |