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 | $322,120 | $74,888+330.1% | $71,209+352.4% | $142,382+126.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.78% | 345.14%-332.4pp | 282.51%-269.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $15,675 | $2,854+449.2% | $2,721+476.1% | $4,299+264.6% |
| Participant deferral / active EE | $2,305 | $4,454-48.2% | $4,175-44.8% | $6,507-64.6% |
| Admin fee / account holder | $57,831 | $5,568+938.6% | $5,349+981.2% | $12,624+358.1% |