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 | $275,270 | $80,717+241.0% | $154,803+77.8% | $84,808+224.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 12.61% | 37.96%-25.3pp | 58.88%-46.3pp | 40.90%-28.3pp |
| Employer contribution / active EE | $10,488 | $2,761+279.8% | $4,305+143.6% | $2,631+298.6% |
| Participant deferral / active EE | $8,912 | $3,303+169.8% | $5,540+60.8% | $4,212+111.6% |
| Admin fee / account holder | $13,209 | $6,746+95.8% | $14,329-7.8% | $7,344+79.9% |