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 | $298,683 | $80,717+270.0% | $154,803+92.9% | $84,808+252.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.05% | 37.96%-24.9pp | 58.88%-45.8pp | 40.90%-27.9pp |
| Employer contribution / active EE | $8,249 | $2,761+198.7% | $4,305+91.6% | $2,631+213.5% |
| Participant deferral / active EE | $17,235 | $3,303+421.8% | $5,540+211.1% | $4,212+309.2% |
| Admin fee / account holder | $2,620 | $6,746-61.2% | $14,329-81.7% | $7,344-64.3% |