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 | $264,886 | $91,190+190.5% | $178,490+48.4% | $79,858+231.7% |
| Participation rate | 98.2% | 69.2%+29.0pp | 81.9%+16.3pp | 69.6%+28.6pp |
| Annual return | 7.13% | 24.19%-17.1pp | 151.07%-143.9pp | 31.71%-24.6pp |
| Employer contribution / active EE | $11,044 | $3,256+239.2% | $5,011+120.4% | $2,471+347.0% |
| Participant deferral / active EE | $4,915 | $3,236+51.9% | $5,202-5.5% | $3,740+31.4% |
| Admin fee / account holder | $3,522 | $6,751-47.8% | $13,984-74.8% | $5,306-33.6% |