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 | $354,884 | $93,571+279.3% | $135,903+161.1% | $75,163+372.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.58% | 30.90%-16.3pp | 68.23%-53.6pp | 160.62%-146.0pp |
| Employer contribution / active EE | $4,539 | $3,537+28.3% | $4,856-6.5% | $2,670+70.0% |
| Participant deferral / active EE | $9,655 | $6,404+50.8% | $7,758+24.5% | $4,125+134.1% |
| Admin fee / account holder | $25,840 | $6,975+270.4% | $10,762+140.1% | $5,651+357.3% |