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 | $266,699 | $78,926+237.9% | $136,749+95.0% | $84,808+214.5% |
| Participation rate | 87.5% | 62.2%+25.3pp | 72.1%+15.4pp | 68.3%+19.2pp |
| Annual return | 8.77% | 18.17%-9.4pp | 24.33%-15.6pp | 40.90%-32.1pp |
| Employer contribution / active EE | $10,256 | $2,134+380.6% | $3,400+201.7% | $2,631+289.8% |
| Participant deferral / active EE | $11,180 | $3,168+252.9% | $4,692+138.3% | $4,212+165.5% |
| Admin fee / account holder | $86,084 | $6,369+1251.6% | $11,386+656.0% | $7,344+1072.2% |