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 | $325,292 | $109,359+197.5% | $162,163+100.6% | $72,985+345.7% |
| Participation rate | 87.5% | 84.3%+3.2pp | 87.6%-0.1pp | 69.5%+18.0pp |
| Annual return | 4.79% | 25.46%-20.7pp | 115.59%-110.8pp | 81.00%-76.2pp |
| Employer contribution / active EE | $11,844 | $3,907+203.1% | $5,614+111.0% | $2,440+385.4% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,298-100.0% | $3,607-100.0% |
| Admin fee / account holder | $29,593 | $7,972+271.2% | $10,843+172.9% | $5,124+477.5% |