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 | $269,588 | $80,717+234.0% | $154,803+74.1% | $84,808+217.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 5.66% | 37.96%-32.3pp | 58.88%-53.2pp | 40.90%-35.2pp |
| Employer contribution / active EE | $9,804 | $2,761+255.0% | $4,305+127.7% | $2,631+272.6% |
| Participant deferral / active EE | $6,530 | $3,303+97.7% | $5,540+17.9% | $4,212+55.0% |
| Admin fee / account holder | $8,550 | $6,746+26.7% | $14,329-40.3% | $7,344+16.4% |