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 | $356,224 | $109,881+224.2% | $150,045+137.4% | $84,808+320.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 10.81% | 28.25%-17.4pp | 62.55%-51.7pp | 40.90%-30.1pp |
| Employer contribution / active EE | $13,387 | $3,561+275.9% | $4,693+185.2% | $2,631+408.8% |
| Participant deferral / active EE | $17,883 | $6,636+169.5% | $7,997+123.6% | $4,212+324.6% |
| Admin fee / account holder | $7,657 | $8,568-10.6% | $13,435-43.0% | $7,344+4.3% |