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 | $291,287 | $84,233+245.8% | $170,442+70.9% | $70,131+315.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 11.47% | 23.06%-11.6pp | 205.93%-194.5pp | 73.14%-61.7pp |
| Employer contribution / active EE | $9,957 | $3,387+194.0% | $5,433+83.3% | $2,342+325.1% |
| Participant deferral / active EE | $7,218 | $3,086+133.9% | $4,939+46.1% | $3,332+116.6% |
| Admin fee / account holder | $6,230 | $5,698+9.3% | $13,880-55.1% | $4,645+34.1% |