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 | $338,555 | $98,750+242.8% | $149,696+126.2% | $79,858+323.9% |
| Participation rate | 83.9% | 75.8%+8.2pp | 82.5%+1.5pp | 69.6%+14.3pp |
| Annual return | 10.83% | 27.43%-16.6pp | 276.60%-265.8pp | 31.71%-20.9pp |
| Employer contribution / active EE | $1,458 | $3,216-54.7% | $4,644-68.6% | $2,471-41.0% |
| Participant deferral / active EE | $6,942 | $5,680+22.2% | $6,842+1.5% | $3,740+85.6% |
| Admin fee / account holder | $41,552 | $6,053+586.5% | $9,309+346.4% | $5,306+683.1% |