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 | $609,481 | $52,580+1059.2% | $71,671+750.4% | $70,131+769.1% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 8.65% | 20.25%-11.6pp | 20.65%-12.0pp | 73.14%-64.5pp |
| Employer contribution / active EE | $27,308 | $1,616+1590.1% | $2,460+1010.2% | $2,342+1065.8% |
| Participant deferral / active EE | $12,646 | $2,386+430.0% | $3,438+267.8% | $3,332+279.6% |
| Admin fee / account holder | $10,428 | $3,653+185.5% | $5,558+87.6% | $4,645+124.5% |