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 | $325,373 | $64,348+405.6% | $90,160+260.9% | $70,131+364.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 13.90% | 28.13%-14.2pp | 34.88%-21.0pp | 73.14%-59.2pp |
| Employer contribution / active EE | $16,256 | $2,046+694.7% | $3,318+389.9% | $2,342+594.0% |
| Participant deferral / active EE | $5,922 | $4,389+34.9% | $5,288+12.0% | $3,332+77.7% |
| Admin fee / account holder | $3,426 | $3,944-13.1% | $5,943-42.4% | $4,645-26.3% |