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 | $263,263 | $85,766+207.0% | $136,294+93.2% | $70,131+275.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 9.02% | 31.45%-22.4pp | 5155.94%-5146.9pp | 73.14%-64.1pp |
| Employer contribution / active EE | $10,683 | $2,966+260.2% | $4,695+127.5% | $2,342+356.0% |
| Participant deferral / active EE | $7,143 | $5,051+41.4% | $6,247+14.3% | $3,332+114.4% |
| Admin fee / account holder | $690 | $5,420-87.3% | $9,243-92.5% | $4,645-85.2% |