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 | $262,274 | $89,753+192.2% | $107,525+143.9% | $84,808+209.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 11.15% | 29.48%-18.3pp | 181.32%-170.2pp | 40.90%-29.7pp |
| Employer contribution / active EE | $5,356 | $3,113+72.0% | $3,754+42.7% | $2,631+103.6% |
| Participant deferral / active EE | $7,460 | $4,056+83.9% | $5,116+45.8% | $4,212+77.1% |
| Admin fee / account holder | $18,500 | $7,222+156.2% | $8,919+107.4% | $7,344+151.9% |