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 | $257,742 | $85,766+200.5% | $136,294+89.1% | $70,131+267.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 12.79% | 31.45%-18.7pp | 5155.94%-5143.1pp | 73.14%-60.3pp |
| Employer contribution / active EE | $11,869 | $2,966+300.1% | $4,695+152.8% | $2,342+406.7% |
| Participant deferral / active EE | $12,309 | $5,051+143.7% | $6,247+97.0% | $3,332+269.5% |
| Admin fee / account holder | $13,530 | $5,420+149.6% | $9,243+46.4% | $4,645+191.3% |