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 | $256,636 | $98,750+159.9% | $149,696+71.4% | $79,858+221.4% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.5%+1.5pp | 69.6%+14.4pp |
| Annual return | 10.65% | 27.43%-16.8pp | 276.60%-266.0pp | 31.71%-21.1pp |
| Employer contribution / active EE | $5,646 | $3,216+75.5% | $4,644+21.6% | $2,471+128.5% |
| Participant deferral / active EE | $15,205 | $5,680+167.7% | $6,842+122.2% | $3,740+306.5% |
| Admin fee / account holder | $4,214 | $6,053-30.4% | $9,309-54.7% | $5,306-20.6% |