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 | $328,697 | $115,708+184.1% | $65,255+403.7% | $139,434+135.7% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 5.60% | 31.19%-25.6pp | 47.35%-41.8pp | 372.94%-367.3pp |
| Employer contribution / active EE | $2,748 | $2,599+5.7% | $1,691+62.5% | $4,751-42.2% |
| Participant deferral / active EE | $4,915 | $4,240+15.9% | $2,831+73.6% | $6,710-26.8% |
| Admin fee / account holder | $16,931 | $6,698+152.8% | $4,112+311.8% | $11,403+48.5% |