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 | $262,461 | $106,749+145.9% | $145,433+80.5% | $82,448+218.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 12.41% | 27.59%-15.2pp | 66.58%-54.2pp | 41.64%-29.2pp |
| Employer contribution / active EE | $5,783 | $3,444+67.9% | $4,554+27.0% | $2,551+126.7% |
| Participant deferral / active EE | $5,792 | $6,519-11.1% | $7,897-26.7% | $4,139+39.9% |
| Admin fee / account holder | $6,308 | $8,390-24.8% | $13,129-52.0% | $7,234-12.8% |