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 | $263,336 | $98,750+166.7% | $149,696+75.9% | $79,858+229.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 7.71% | 27.43%-19.7pp | 276.60%-268.9pp | 31.71%-24.0pp |
| Employer contribution / active EE | $5,724 | $3,216+78.0% | $4,644+23.3% | $2,471+131.7% |
| Participant deferral / active EE | $10,018 | $5,680+76.4% | $6,842+46.4% | $3,740+167.9% |
| Admin fee / account holder | $15,079 | $6,053+149.1% | $9,309+62.0% | $5,306+184.2% |