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 | $473,300 | $80,717+486.4% | $154,803+205.7% | $84,808+458.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 11.56% | 37.96%-26.4pp | 58.88%-47.3pp | 40.90%-29.3pp |
| Employer contribution / active EE | $20,492 | $2,761+642.1% | $4,305+376.0% | $2,631+678.9% |
| Participant deferral / active EE | $20,309 | $3,303+514.8% | $5,540+266.6% | $4,212+382.2% |
| Admin fee / account holder | $23,093 | $6,746+242.3% | $14,329+61.2% | $7,344+214.5% |