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 | $397,173 | $93,571+324.5% | $135,903+192.2% | $75,163+428.4% |
| Participation rate | 89.5% | 75.2%+14.3pp | 81.9%+7.6pp | 67.2%+22.3pp |
| Annual return | 13.93% | 30.90%-17.0pp | 68.23%-54.3pp | 160.62%-146.7pp |
| Employer contribution / active EE | $3,340 | $3,537-5.6% | $4,856-31.2% | $2,670+25.1% |
| Participant deferral / active EE | $15,200 | $6,404+137.3% | $7,758+95.9% | $4,125+268.5% |
| Admin fee / account holder | $16,732 | $6,975+139.9% | $10,762+55.5% | $5,651+196.1% |