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 | $278,108 | $106,515+161.1% | $96,683+187.6% | $139,434+99.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 10.54% | 38.43%-27.9pp | 35.69%-25.2pp | 372.94%-362.4pp |
| Employer contribution / active EE | $12,272 | $4,103+199.1% | $3,737+228.4% | $4,751+158.3% |
| Participant deferral / active EE | $8,668 | $5,454+58.9% | $4,878+77.7% | $6,710+29.2% |
| Admin fee / account holder | $7,525 | $7,877-4.5% | $6,730+11.8% | $11,403-34.0% |