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 | $258,759 | $93,571+176.5% | $135,903+90.4% | $75,163+244.3% |
| Participation rate | 97.7% | 75.2%+22.5pp | 81.9%+15.8pp | 67.2%+30.5pp |
| Annual return | 10.64% | 30.90%-20.3pp | 68.23%-57.6pp | 160.62%-150.0pp |
| Employer contribution / active EE | $29,128 | $3,537+723.6% | $4,856+499.8% | $2,670+991.0% |
| Participant deferral / active EE | $13,180 | $6,404+105.8% | $7,758+69.9% | $4,125+219.5% |
| Admin fee / account holder | $8,983 | $6,975+28.8% | $10,762-16.5% | $5,651+59.0% |