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 | $628,865 | $85,766+633.2% | $136,294+361.4% | $70,131+796.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 11.66% | 31.45%-19.8pp | 5155.94%-5144.3pp | 73.14%-61.5pp |
| Employer contribution / active EE | $17,721 | $2,966+497.5% | $4,695+277.4% | $2,342+656.5% |
| Participant deferral / active EE | $8,038 | $5,051+59.1% | $6,247+28.7% | $3,332+141.3% |
| Admin fee / account holder | $16,548 | $5,420+205.3% | $9,243+79.0% | $4,645+256.2% |