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 | $282,209 | $91,190+209.5% | $178,490+58.1% | $79,858+253.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 7.49% | 24.19%-16.7pp | 151.07%-143.6pp | 31.71%-24.2pp |
| Employer contribution / active EE | $8,320 | $3,256+155.5% | $5,011+66.0% | $2,471+236.7% |
| Participant deferral / active EE | $4,422 | $3,236+36.6% | $5,202-15.0% | $3,740+18.2% |
| Admin fee / account holder | $12,450 | $6,751+84.4% | $13,984-11.0% | $5,306+134.6% |