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 | $332,998 | $80,717+312.5% | $154,803+115.1% | $84,808+292.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 12.57% | 37.96%-25.4pp | 58.88%-46.3pp | 40.90%-28.3pp |
| Employer contribution / active EE | $15,686 | $2,761+468.1% | $4,305+264.3% | $2,631+496.2% |
| Participant deferral / active EE | $9,721 | $3,303+194.3% | $5,540+75.4% | $4,212+130.8% |
| Admin fee / account holder | $19,627 | $6,746+191.0% | $14,329+37.0% | $7,344+167.3% |