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 | $392,234 | $80,717+385.9% | $154,803+153.4% | $84,808+362.5% |
| Participation rate | 96.7% | 66.8%+29.9pp | 78.1%+18.6pp | 68.3%+28.4pp |
| Annual return | 12.78% | 37.96%-25.2pp | 58.88%-46.1pp | 40.90%-28.1pp |
| Employer contribution / active EE | $17,817 | $2,761+545.2% | $4,305+313.8% | $2,631+577.2% |
| Participant deferral / active EE | $10,873 | $3,303+229.2% | $5,540+96.2% | $4,212+158.2% |
| Admin fee / account holder | $44,432 | $6,746+558.7% | $14,329+210.1% | $7,344+505.0% |