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 | $350,642 | $71,829+388.2% | $69,780+402.5% | $142,382+146.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 11.97% | 31.01%-19.0pp | 26.31%-14.3pp | 217.08%-205.1pp |
| Employer contribution / active EE | $10,807 | $4,385+146.5% | $4,168+159.3% | $4,299+151.4% |
| Participant deferral / active EE | $6,144 | $6,819-9.9% | $6,164-0.3% | $6,507-5.6% |
| Admin fee / account holder | $2,838 | $7,818-63.7% | $7,285-61.0% | $12,624-77.5% |