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 7-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 | $322,599 | $62,672+414.7% | $185,117+74.3% | $70,131+360.0% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 11.81% | 40.79%-29.0pp | 40.50%-28.7pp | 73.14%-61.3pp |
| Employer contribution / active EE | $11,429 | $1,753+551.9% | $4,182+173.3% | $2,342+387.9% |
| Participant deferral / active EE | $5,015 | $3,272+53.3% | $5,045-0.6% | $3,332+50.5% |
| Admin fee / account holder | $1,460 | $3,932-62.9% | $8,159-82.1% | $4,645-68.6% |