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 | $315,674 | $85,766+268.1% | $136,294+131.6% | $70,131+350.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.62% | 31.45%-17.8pp | 5155.94%-5142.3pp | 73.14%-59.5pp |
| Employer contribution / active EE | $9,240 | $2,966+211.5% | $4,695+96.8% | $2,342+294.5% |
| Participant deferral / active EE | $5,997 | $5,051+18.7% | $6,247-4.0% | $3,332+80.0% |
| Admin fee / account holder | $23,654 | $5,420+336.4% | $9,243+155.9% | $4,645+409.2% |