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 | $307,899 | $98,750+211.8% | $149,696+105.7% | $79,858+285.6% |
| Participation rate | 95.5% | 75.8%+19.7pp | 82.5%+13.0pp | 69.6%+25.8pp |
| Annual return | 12.06% | 27.43%-15.4pp | 276.60%-264.5pp | 31.71%-19.7pp |
| Employer contribution / active EE | $7,595 | $3,216+136.1% | $4,644+63.5% | $2,471+207.4% |
| Participant deferral / active EE | $4,861 | $5,680-14.4% | $6,842-29.0% | $3,740+30.0% |
| Admin fee / account holder | $4,375 | $6,053-27.7% | $9,309-53.0% | $5,306-17.5% |