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 | $363,922 | $87,166+317.5% | $76,735+374.3% | $137,256+165.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 3.93% | 26.50%-22.6pp | 29.77%-25.8pp | 220.34%-216.4pp |
| Employer contribution / active EE | $31,556 | $2,904+986.5% | $2,454+1185.8% | $4,156+659.3% |
| Participant deferral / active EE | $7,929 | $4,726+67.8% | $4,088+94.0% | $6,407+23.8% |
| Admin fee / account holder | $35,227 | $8,403+319.2% | $7,189+390.0% | $12,270+187.1% |