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 | $314,131 | $78,672+299.3% | $109,143+187.8% | $85,850+265.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 11.16% | 25.09%-13.9pp | 25.75%-14.6pp | 318.53%-307.4pp |
| Employer contribution / active EE | $17,141 | $2,735+526.8% | $3,722+360.5% | $2,565+568.2% |
| Participant deferral / active EE | $4,734 | $3,467+36.5% | $4,653+1.7% | $3,952+19.8% |
| Admin fee / account holder | $15,933 | $5,469+191.3% | $6,752+136.0% | $6,260+154.5% |