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 | $270,239 | $81,248+232.6% | $155,509+73.8% | $80,856+234.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 7.72% | 33.31%-25.6pp | 64.67%-56.9pp | 35.59%-27.9pp |
| Employer contribution / active EE | $12,344 | $3,100+298.2% | $4,672+164.2% | $2,755+348.1% |
| Participant deferral / active EE | $10,394 | $3,452+201.1% | $5,626+84.7% | $4,296+142.0% |
| Admin fee / account holder | $23,040 | $7,997+188.1% | $15,912+44.8% | $6,918+233.0% |