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 | $272,785 | $101,724+168.2% | $164,813+65.5% | $80,856+237.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 8.81% | 16.72%-7.9pp | 69.93%-61.1pp | 35.59%-26.8pp |
| Employer contribution / active EE | $7,746 | $2,953+162.3% | $4,341+78.4% | $2,755+181.2% |
| Participant deferral / active EE | $8,623 | $4,477+92.6% | $6,031+43.0% | $4,296+100.7% |
| Admin fee / account holder | $10,031 | $8,227+21.9% | $12,690-21.0% | $6,918+45.0% |