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 | $272,966 | $84,233+224.1% | $170,442+60.2% | $70,131+289.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 11.85% | 23.06%-11.2pp | 205.93%-194.1pp | 73.14%-61.3pp |
| Employer contribution / active EE | $8,565 | $3,387+152.9% | $5,433+57.7% | $2,342+265.7% |
| Participant deferral / active EE | $6,026 | $3,086+95.3% | $4,939+22.0% | $3,332+80.9% |
| Admin fee / account holder | $6,473 | $5,698+13.6% | $13,880-53.4% | $4,645+39.3% |