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 | $287,819 | $109,881+161.9% | $150,045+91.8% | $84,808+239.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 12.67% | 28.25%-15.6pp | 62.55%-49.9pp | 40.90%-28.2pp |
| Employer contribution / active EE | $6,561 | $3,561+84.2% | $4,693+39.8% | $2,631+149.4% |
| Participant deferral / active EE | $10,882 | $6,636+64.0% | $7,997+36.1% | $4,212+158.4% |
| Admin fee / account holder | $31,878 | $8,568+272.1% | $13,435+137.3% | $7,344+334.1% |