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 | $268,967 | $69,515+286.9% | $86,874+209.6% | $85,850+213.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 10.94% | 20.12%-9.2pp | 63.52%-52.6pp | 318.53%-307.6pp |
| Employer contribution / active EE | $7,536 | $1,880+300.8% | $2,495+202.0% | $2,565+193.8% |
| Participant deferral / active EE | $6,318 | $2,919+116.4% | $3,699+70.8% | $3,952+59.9% |
| Admin fee / account holder | $4,765 | $5,972-20.2% | $5,828-18.2% | $6,260-23.9% |