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 3-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 | $252,606 | $77,899+224.3% | $149,673+68.8% | $75,163+236.1% |
| Participation rate | 97.1% | 65.6%+31.5pp | 78.8%+18.3pp | 67.2%+29.9pp |
| Annual return | 6.50% | 31.72%-25.2pp | 134.42%-127.9pp | 160.62%-154.1pp |
| Employer contribution / active EE | $3,433 | $3,137+9.4% | $4,818-28.7% | $2,670+28.6% |
| Participant deferral / active EE | $9,410 | $3,411+175.9% | $5,680+65.7% | $4,125+128.1% |
| Admin fee / account holder | $13,608 | $5,956+128.5% | $13,210+3.0% | $5,651+140.8% |