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 | $362,915 | $65,365+455.2% | $92,893+290.7% | $72,985+397.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 14.03% | 42.10%-28.1pp | 109.41%-95.4pp | 81.00%-67.0pp |
| Employer contribution / active EE | $20,619 | $2,594+694.8% | $3,653+464.5% | $2,440+745.1% |
| Participant deferral / active EE | $6,744 | $3,128+115.6% | $4,236+59.2% | $3,607+87.0% |
| Admin fee / account holder | $14,613 | $4,251+243.7% | $5,794+152.2% | $5,124+185.2% |