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 | $303,622 | $93,571+224.5% | $135,903+123.4% | $75,163+303.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.65% | 30.90%-16.2pp | 68.23%-53.6pp | 160.62%-146.0pp |
| Employer contribution / active EE | $11,990 | $3,537+239.0% | $4,856+146.9% | $2,670+349.1% |
| Participant deferral / active EE | $20,873 | $6,404+225.9% | $7,758+169.1% | $4,125+406.0% |
| Admin fee / account holder | $31,175 | $6,975+346.9% | $10,762+189.7% | $5,651+451.7% |