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 | $270,151 | $93,571+188.7% | $135,903+98.8% | $75,163+259.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.34% | 30.90%-16.6pp | 68.23%-53.9pp | 160.62%-146.3pp |
| Employer contribution / active EE | $12,890 | $3,537+264.5% | $4,856+165.4% | $2,670+382.8% |
| Participant deferral / active EE | $10,403 | $6,404+62.4% | $7,758+34.1% | $4,125+152.2% |
| Admin fee / account holder | $68,667 | $6,975+884.4% | $10,762+538.0% | $5,651+1115.1% |