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 | $279,908 | $101,724+175.2% | $164,813+69.8% | $80,856+246.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 3.83% | 16.72%-12.9pp | 69.93%-66.1pp | 35.59%-31.8pp |
| Employer contribution / active EE | $7,608 | $2,953+157.6% | $4,341+75.3% | $2,755+176.2% |
| Participant deferral / active EE | $5,652 | $4,477+26.2% | $6,031-6.3% | $4,296+31.6% |
| Admin fee / account holder | $3,348 | $8,227-59.3% | $12,690-73.6% | $6,918-51.6% |