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 | $431,074 | $109,413+294.0% | $156,263+175.9% | $84,808+408.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 11.95% | 20.18%-8.2pp | 59.47%-47.5pp | 40.90%-28.9pp |
| Employer contribution / active EE | $7,773 | $2,907+167.4% | $4,333+79.4% | $2,631+195.4% |
| Participant deferral / active EE | $9,801 | $4,590+113.5% | $6,158+59.1% | $4,212+132.7% |
| Admin fee / account holder | $12,235 | $9,357+30.8% | $14,255-14.2% | $7,344+66.6% |