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 | $286,955 | $55,453+417.5% | $170,442+68.4% | $62,292+360.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 11.92% | 21.38%-9.5pp | 205.93%-194.0pp | 28.90%-17.0pp |
| Employer contribution / active EE | $26,031 | $2,164+1103.1% | $5,433+379.2% | $2,042+1174.6% |
| Participant deferral / active EE | $11,367 | $2,303+393.6% | $4,939+130.1% | $3,169+258.7% |
| Admin fee / account holder | $21,519 | $455+4629.0% | $13,880+55.0% | $479+4389.4% |