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 7-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 | $275,327 | $109,413+151.6% | $156,263+76.2% | $84,808+224.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 11.82% | 20.18%-8.4pp | 59.47%-47.6pp | 40.90%-29.1pp |
| Employer contribution / active EE | $10,439 | $2,907+259.1% | $4,333+140.9% | $2,631+296.8% |
| Participant deferral / active EE | $6,037 | $4,590+31.5% | $6,158-2.0% | $4,212+43.3% |
| Admin fee / account holder | $1,828 | $9,357-80.5% | $14,255-87.2% | $7,344-75.1% |