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 | $258,714 | $109,881+135.5% | $150,045+72.4% | $84,808+205.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 7.93% | 28.25%-20.3pp | 62.55%-54.6pp | 40.90%-33.0pp |
| Employer contribution / active EE | $3,279 | $3,561-7.9% | $4,693-30.1% | $2,631+24.6% |
| Participant deferral / active EE | $12,589 | $6,636+89.7% | $7,997+57.4% | $4,212+198.9% |
| Admin fee / account holder | $25,702 | $8,568+200.0% | $13,435+91.3% | $7,344+250.0% |