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 | $361,516 | $80,717+347.9% | $154,803+133.5% | $84,808+326.3% |
| Participation rate | 90.3% | 66.8%+23.5pp | 78.1%+12.3pp | 68.3%+22.0pp |
| Annual return | 12.60% | 37.96%-25.4pp | 58.88%-46.3pp | 40.90%-28.3pp |
| Employer contribution / active EE | $21,290 | $2,761+671.0% | $4,305+394.5% | $2,631+709.2% |
| Participant deferral / active EE | $21,974 | $3,303+565.2% | $5,540+296.6% | $4,212+421.8% |
| Admin fee / account holder | $66,894 | $6,746+891.7% | $14,329+366.8% | $7,344+810.9% |