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 | $260,978 | $81,248+221.2% | $155,509+67.8% | $80,856+222.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.11% | 33.31%-23.2pp | 64.67%-54.6pp | 35.59%-25.5pp |
| Employer contribution / active EE | $8,625 | $3,100+178.2% | $4,672+84.6% | $2,755+213.1% |
| Participant deferral / active EE | $5,316 | $3,452+54.0% | $5,626-5.5% | $4,296+23.8% |
| Admin fee / account holder | $2,217 | $7,997-72.3% | $15,912-86.1% | $6,918-68.0% |