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 | $251,632 | $85,766+193.4% | $136,294+84.6% | $70,131+258.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 12.15% | 31.45%-19.3pp | 5155.94%-5143.8pp | 73.14%-61.0pp |
| Employer contribution / active EE | $11,045 | $2,966+272.4% | $4,695+135.2% | $2,342+371.5% |
| Participant deferral / active EE | $9,639 | $5,051+90.8% | $6,247+54.3% | $3,332+189.3% |
| Admin fee / account holder | $9,519 | $5,420+75.6% | $9,243+3.0% | $4,645+104.9% |