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 | $376,102 | $80,717+366.0% | $154,803+143.0% | $84,808+343.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 11.41% | 37.96%-26.5pp | 58.88%-47.5pp | 40.90%-29.5pp |
| Employer contribution / active EE | $10,873 | $2,761+293.8% | $4,305+152.5% | $2,631+313.3% |
| Participant deferral / active EE | $9,067 | $3,303+174.5% | $5,540+63.7% | $4,212+115.3% |
| Admin fee / account holder | $30,747 | $6,746+355.8% | $14,329+114.6% | $7,344+318.7% |