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 | $305,487 | $56,054+445.0% | $171,082+78.6% | $62,891+385.7% |
| Participation rate | 82.8% | 62.9%+19.9pp | 76.7%+6.1pp | 69.3%+13.5pp |
| Annual return | 5.26% | 22.52%-17.3pp | 32.56%-27.3pp | 20.14%-14.9pp |
| Employer contribution / active EE | $11,424 | $1,731+560.0% | $4,002+185.5% | $2,281+400.9% |
| Participant deferral / active EE | $7,524 | $3,158+138.3% | $4,797+56.8% | $3,203+134.9% |
| Admin fee / account holder | $39,748 | $3,647+990.0% | $8,520+366.5% | $4,296+825.3% |