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 | $388,445 | $109,359+255.2% | $162,163+139.5% | $72,985+432.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 11.79% | 25.46%-13.7pp | 115.59%-103.8pp | 81.00%-69.2pp |
| Employer contribution / active EE | $25,415 | $3,907+550.4% | $5,614+352.7% | $2,440+941.7% |
| Participant deferral / active EE | $4,817 | $5,481-12.1% | $7,298-34.0% | $3,607+33.5% |
| Admin fee / account holder | $15,277 | $7,972+91.6% | $10,843+40.9% | $5,124+198.1% |