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 | $430,250 | $105,931+306.2% | $81,930+425.1% | $158,922+170.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 3.81% | 38.17%-34.4pp | 29.49%-25.7pp | 302.83%-299.0pp |
| Employer contribution / active EE | $9,182 | $7,800+17.7% | $4,310+113.0% | $4,761+92.8% |
| Participant deferral / active EE | $10,406 | $13,003-20.0% | $7,107+46.4% | $5,982+73.9% |
| Admin fee / account holder | $4,618 | $8,489-45.6% | $5,158-10.5% | $11,246-58.9% |