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 | $562,928 | $81,248+592.8% | $155,509+262.0% | $80,856+596.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 9.52% | 33.31%-23.8pp | 64.67%-55.1pp | 35.59%-26.1pp |
| Employer contribution / active EE | $44,213 | $3,100+1326.1% | $4,672+846.2% | $2,755+1504.9% |
| Participant deferral / active EE | $16,571 | $3,452+380.1% | $5,626+194.5% | $4,296+285.8% |
| Admin fee / account holder | $33,189 | $7,997+315.0% | $15,912+108.6% | $6,918+379.8% |