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 | $276,183 | $105,181+162.6% | $159,436+73.2% | $85,850+221.7% |
| Participation rate | 98.0% | 75.8%+22.3pp | 82.8%+15.2pp | 69.3%+28.7pp |
| Annual return | 8.87% | 45.07%-36.2pp | 263.57%-254.7pp | 318.53%-309.7pp |
| Employer contribution / active EE | $11,519 | $3,318+247.1% | $4,829+138.5% | $2,565+349.1% |
| Participant deferral / active EE | $10,692 | $5,945+79.8% | $7,352+45.4% | $3,952+170.6% |
| Admin fee / account holder | $83,592 | $6,933+1105.6% | $10,799+674.1% | $6,260+1235.4% |