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 | $380,253 | $93,571+306.4% | $135,903+179.8% | $75,163+405.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 13.51% | 30.90%-17.4pp | 68.23%-54.7pp | 160.62%-147.1pp |
| Employer contribution / active EE | $6,667 | $3,537+88.5% | $4,856+37.3% | $2,670+149.7% |
| Participant deferral / active EE | $8,071 | $6,404+26.0% | $7,758+4.0% | $4,125+95.7% |
| Admin fee / account holder | $42,812 | $6,975+513.8% | $10,762+297.8% | $5,651+657.6% |