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 | $389,954 | $125,758+210.1% | $169,993+129.4% | $75,163+418.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 11.93% | 27.20%-15.3pp | 53.37%-41.4pp | 160.62%-148.7pp |
| Employer contribution / active EE | $33,409 | $4,615+624.0% | $6,785+392.4% | $2,670+1151.4% |
| Participant deferral / active EE | $7,515 | $6,837+9.9% | $10,408-27.8% | $4,125+82.2% |
| Admin fee / account holder | $34,301 | $8,173+319.7% | $12,815+167.7% | $5,651+507.0% |