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 | $254,246 | $98,750+157.5% | $149,696+69.8% | $79,858+218.4% |
| Participation rate | 89.2% | 75.8%+13.5pp | 82.5%+6.8pp | 69.6%+19.6pp |
| Annual return | 7.34% | 27.43%-20.1pp | 276.60%-269.3pp | 31.71%-24.4pp |
| Employer contribution / active EE | $4,621 | $3,216+43.7% | $4,644-0.5% | $2,471+87.0% |
| Participant deferral / active EE | $11,769 | $5,680+107.2% | $6,842+72.0% | $3,740+214.7% |
| Admin fee / account holder | $14,718 | $6,053+143.2% | $9,309+58.1% | $5,306+177.4% |