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 | $283,976 | $85,766+231.1% | $136,294+108.4% | $70,131+304.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 10.02% | 31.45%-21.4pp | 5155.94%-5145.9pp | 73.14%-63.1pp |
| Employer contribution / active EE | $7,516 | $2,966+153.4% | $4,695+60.1% | $2,342+220.8% |
| Participant deferral / active EE | $5,745 | $5,051+13.7% | $6,247-8.0% | $3,332+72.4% |
| Admin fee / account holder | $67,404 | $5,420+1143.5% | $9,243+629.2% | $4,645+1351.0% |