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 | $556,496 | $81,248+584.9% | $155,509+257.9% | $80,856+588.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 6.88% | 33.31%-26.4pp | 64.67%-57.8pp | 35.59%-28.7pp |
| Employer contribution / active EE | $11,174 | $3,100+260.4% | $4,672+139.1% | $2,755+305.6% |
| Participant deferral / active EE | $8,436 | $3,452+144.4% | $5,626+49.9% | $4,296+96.4% |
| Admin fee / account holder | $4,631 | $7,997-42.1% | $15,912-70.9% | $6,918-33.1% |