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 | $263,574 | $93,571+181.7% | $135,903+93.9% | $75,163+250.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 8.10% | 30.90%-22.8pp | 68.23%-60.1pp | 160.62%-152.5pp |
| Employer contribution / active EE | $11,447 | $3,537+223.7% | $4,856+135.7% | $2,670+328.8% |
| Participant deferral / active EE | $12,594 | $6,404+96.7% | $7,758+62.3% | $4,125+205.3% |
| Admin fee / account holder | $4,983 | $6,975-28.6% | $10,762-53.7% | $5,651-11.8% |