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 | $308,182 | $81,947+276.1% | $105,387+192.4% | $72,985+322.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 9.58% | 42.90%-33.3pp | 26.82%-17.2pp | 81.00%-71.4pp |
| Employer contribution / active EE | $11,802 | $3,468+240.3% | $4,213+180.1% | $2,440+383.7% |
| Participant deferral / active EE | $7,228 | $4,494+60.8% | $5,502+31.4% | $3,607+100.4% |
| Admin fee / account holder | $35,707 | $6,258+470.6% | $6,559+444.4% | $5,124+596.8% |