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 | $294,575 | $98,750+198.3% | $149,696+96.8% | $79,858+268.9% |
| Participation rate | 95.2% | 75.8%+19.4pp | 82.5%+12.7pp | 69.6%+25.5pp |
| Annual return | 9.25% | 27.43%-18.2pp | 276.60%-267.4pp | 31.71%-22.5pp |
| Employer contribution / active EE | $13,758 | $3,216+327.7% | $4,644+196.2% | $2,471+456.8% |
| Participant deferral / active EE | $11,886 | $5,680+109.3% | $6,842+73.7% | $3,740+217.8% |
| Admin fee / account holder | $34,809 | $6,053+475.1% | $9,309+273.9% | $5,306+556.0% |