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 | $291,563 | $107,452+171.3% | $91,541+218.5% | $142,382+104.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 8.87% | 22.06%-13.2pp | 20.50%-11.6pp | 217.08%-208.2pp |
| Employer contribution / active EE | $9,122 | $2,994+204.7% | $2,505+264.2% | $4,299+112.2% |
| Participant deferral / active EE | $3,000 | $4,754-36.9% | $4,008-25.1% | $6,507-53.9% |
| Admin fee / account holder | $4,307 | $8,834-51.2% | $6,956-38.1% | $12,624-65.9% |