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 | $297,587 | $85,766+247.0% | $136,294+118.3% | $70,131+324.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 11.04% | 31.45%-20.4pp | 5155.94%-5144.9pp | 73.14%-62.1pp |
| Employer contribution / active EE | $8,611 | $2,966+190.3% | $4,695+83.4% | $2,342+267.6% |
| Participant deferral / active EE | $5,978 | $5,051+18.3% | $6,247-4.3% | $3,332+79.4% |
| Admin fee / account holder | $5,380 | $5,420-0.7% | $9,243-41.8% | $4,645+15.8% |