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 | $472,033 | $125,758+275.3% | $169,993+177.7% | $75,163+528.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 11.79% | 27.20%-15.4pp | 53.37%-41.6pp | 160.62%-148.8pp |
| Employer contribution / active EE | $28,734 | $4,615+522.7% | $6,785+323.5% | $2,670+976.3% |
| Participant deferral / active EE | $17,537 | $6,837+156.5% | $10,408+68.5% | $4,125+325.1% |
| Admin fee / account holder | $9,847 | $8,173+20.5% | $12,815-23.2% | $5,651+74.3% |