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 | $260,655 | $80,717+222.9% | $154,803+68.4% | $84,808+207.3% |
| Participation rate | 98.3% | 66.8%+31.5pp | 78.1%+20.2pp | 68.3%+30.0pp |
| Annual return | 7.91% | 37.96%-30.1pp | 58.88%-51.0pp | 40.90%-33.0pp |
| Employer contribution / active EE | $12,528 | $2,761+353.7% | $4,305+191.0% | $2,631+376.2% |
| Participant deferral / active EE | $6,671 | $3,303+101.9% | $5,540+20.4% | $4,212+58.4% |
| Admin fee / account holder | $35,231 | $6,746+422.3% | $14,329+145.9% | $7,344+379.7% |