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 | $453,226 | $93,571+384.4% | $135,903+233.5% | $75,163+503.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 7.26% | 30.90%-23.6pp | 68.23%-61.0pp | 160.62%-153.4pp |
| Employer contribution / active EE | $29,818 | $3,537+743.1% | $4,856+514.0% | $2,670+1016.9% |
| Participant deferral / active EE | $5,434 | $6,404-15.2% | $7,758-30.0% | $4,125+31.7% |
| Admin fee / account holder | $6,508 | $6,975-6.7% | $10,762-39.5% | $5,651+15.2% |