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 | $319,186 | $77,503+311.8% | $100,391+217.9% | $80,856+294.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 11.01% | 37.20%-26.2pp | 49.20%-38.2pp | 35.59%-24.6pp |
| Employer contribution / active EE | $4,816 | $2,801+71.9% | $3,942+22.2% | $2,755+74.8% |
| Participant deferral / active EE | $10,223 | $6,820+49.9% | $8,082+26.5% | $4,296+138.0% |
| Admin fee / account holder | $17,436 | $5,897+195.7% | $7,899+120.7% | $6,918+152.0% |