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 | $301,458 | $48,795+517.8% | $65,493+360.3% | $84,808+255.5% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 11.44% | 20.20%-8.8pp | 982.45%-971.0pp | 40.90%-29.5pp |
| Employer contribution / active EE | $25,199 | $1,930+1205.9% | $2,574+878.9% | $2,631+857.8% |
| Participant deferral / active EE | $7,978 | $2,928+172.4% | $3,961+101.4% | $4,212+89.4% |
| Admin fee / account holder | $3,822 | $3,877-1.4% | $5,028-24.0% | $7,344-48.0% |