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 | $375,136 | $77,419+384.6% | $69,455+440.1% | $152,861+145.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 2.68% | 39.06%-36.4pp | 28.97%-26.3pp | 345.32%-342.6pp |
| Employer contribution / active EE | $11,947 | $3,315+260.4% | $2,779+329.9% | $4,762+150.9% |
| Participant deferral / active EE | $3,086 | $4,414-30.1% | $3,535-12.7% | $5,850-47.2% |
| Admin fee / account holder | $3,157 | $6,207-49.1% | $3,839-17.8% | $11,596-72.8% |