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 | $299,269 | $109,359+173.7% | $162,163+84.5% | $72,985+310.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 16.10% | 25.46%-9.4pp | 115.59%-99.5pp | 81.00%-64.9pp |
| Employer contribution / active EE | $8,257 | $3,907+111.3% | $5,614+47.1% | $2,440+238.4% |
| Participant deferral / active EE | $3,265 | $5,481-40.4% | $7,298-55.3% | $3,607-9.5% |
| Admin fee / account holder | $20,052 | $7,972+151.5% | $10,843+84.9% | $5,124+291.3% |