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 | $359,756 | $85,766+319.5% | $136,294+164.0% | $70,131+413.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 10.83% | 31.45%-20.6pp | 5155.94%-5145.1pp | 73.14%-62.3pp |
| Employer contribution / active EE | $11,052 | $2,966+272.6% | $4,695+135.4% | $2,342+371.8% |
| Participant deferral / active EE | $8,060 | $5,051+59.6% | $6,247+29.0% | $3,332+141.9% |
| Admin fee / account holder | $7,977 | $5,420+47.2% | $9,243-13.7% | $4,645+71.7% |