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 | $268,825 | $83,902+220.4% | $167,512+60.5% | $84,808+217.0% |
| Participation rate | 98.0% | 66.5%+31.5pp | 77.1%+20.9pp | 68.3%+29.7pp |
| Annual return | 11.80% | 91.55%-79.7pp | 1615.79%-1604.0pp | 40.90%-29.1pp |
| Employer contribution / active EE | $1,128 | $2,264-50.2% | $3,882-70.9% | $2,631-57.1% |
| Participant deferral / active EE | $11,303 | $4,442+154.4% | $6,405+76.5% | $4,212+168.4% |
| Admin fee / account holder | $7,456 | $7,915-5.8% | $9,769-23.7% | $7,344+1.5% |