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 | $311,338 | $77,899+299.7% | $149,673+108.0% | $75,163+314.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 10.99% | 31.72%-20.7pp | 134.42%-123.4pp | 160.62%-149.6pp |
| Employer contribution / active EE | $11,178 | $3,137+256.3% | $4,818+132.0% | $2,670+318.7% |
| Participant deferral / active EE | $6,100 | $3,411+78.8% | $5,680+7.4% | $4,125+47.9% |
| Admin fee / account holder | $4,493 | $5,956-24.6% | $13,210-66.0% | $5,651-20.5% |