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 | $468,114 | $93,571+400.3% | $135,903+244.4% | $75,163+522.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.53% | 30.90%-16.4pp | 68.23%-53.7pp | 160.62%-146.1pp |
| Employer contribution / active EE | $8,268 | $3,537+133.8% | $4,856+70.3% | $2,670+209.7% |
| Participant deferral / active EE | $11,988 | $6,404+87.2% | $7,758+54.5% | $4,125+190.6% |
| Admin fee / account holder | $76,646 | $6,975+998.8% | $10,762+612.2% | $5,651+1256.3% |