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 | $466,015 | $93,571+398.0% | $135,903+242.9% | $75,163+520.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 13.82% | 30.90%-17.1pp | 68.23%-54.4pp | 160.62%-146.8pp |
| Employer contribution / active EE | $14,928 | $3,537+322.1% | $4,856+207.4% | $2,670+459.2% |
| Participant deferral / active EE | $14,209 | $6,404+121.9% | $7,758+83.2% | $4,125+244.5% |
| Admin fee / account holder | $1,103 | $6,975-84.2% | $10,762-89.8% | $5,651-80.5% |