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 | $345,067 | $99,985+245.1% | $146,665+135.3% | $85,850+301.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 10.74% | 18.93%-8.2pp | 22.74%-12.0pp | 318.53%-307.8pp |
| Employer contribution / active EE | $6,782 | $2,559+165.1% | $4,136+64.0% | $2,565+164.4% |
| Participant deferral / active EE | $6,775 | $4,006+69.1% | $5,506+23.0% | $3,952+71.4% |
| Admin fee / account holder | $9,409 | $7,702+22.2% | $10,280-8.5% | $6,260+50.3% |