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 | $312,050 | $98,750+216.0% | $149,696+108.5% | $79,858+290.8% |
| Participation rate | 91.1% | 75.8%+15.3pp | 82.5%+8.6pp | 69.6%+21.5pp |
| Annual return | 11.72% | 27.43%-15.7pp | 276.60%-264.9pp | 31.71%-20.0pp |
| Employer contribution / active EE | $12,577 | $3,216+291.0% | $4,644+170.8% | $2,471+409.0% |
| Participant deferral / active EE | $9,088 | $5,680+60.0% | $6,842+32.8% | $3,740+143.0% |
| Admin fee / account holder | $71,464 | $6,053+1080.7% | $9,309+667.7% | $5,306+1246.8% |