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 | $307,587 | $80,717+281.1% | $154,803+98.7% | $84,808+262.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 11.65% | 37.96%-26.3pp | 58.88%-47.2pp | 40.90%-29.2pp |
| Employer contribution / active EE | $11,952 | $2,761+332.8% | $4,305+177.6% | $2,631+354.3% |
| Participant deferral / active EE | $10,471 | $3,303+217.0% | $5,540+89.0% | $4,212+148.6% |
| Admin fee / account holder | $5,559 | $6,746-17.6% | $14,329-61.2% | $7,344-24.3% |