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 | $259,938 | $102,317+154.1% | $146,958+76.9% | $80,856+221.5% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.2%+9.8pp | 67.6%+24.4pp |
| Annual return | 10.31% | 134.76%-124.5pp | 418.34%-408.0pp | 35.59%-25.3pp |
| Employer contribution / active EE | $13,884 | $3,713+273.9% | $4,933+181.5% | $2,755+404.0% |
| Participant deferral / active EE | $9,112 | $6,644+37.2% | $8,070+12.9% | $4,296+112.1% |
| Admin fee / account holder | $6,662 | $7,941-16.1% | $12,998-48.7% | $6,918-3.7% |