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 | $404,810 | $98,750+309.9% | $149,696+170.4% | $79,858+406.9% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.5%+16.1pp | 69.6%+29.0pp |
| Annual return | 11.28% | 27.43%-16.1pp | 276.60%-265.3pp | 31.71%-20.4pp |
| Employer contribution / active EE | $12,009 | $3,216+273.4% | $4,644+158.6% | $2,471+386.0% |
| Participant deferral / active EE | $9,154 | $5,680+61.2% | $6,842+33.8% | $3,740+144.7% |
| Admin fee / account holder | $3,550 | $6,053-41.4% | $9,309-61.9% | $5,306-33.1% |