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 | $252,583 | $109,881+129.9% | $150,045+68.3% | $84,808+197.8% |
| Participation rate | 84.6% | 76.1%+8.5pp | 82.3%+2.3pp | 68.3%+16.3pp |
| Annual return | 11.18% | 28.25%-17.1pp | 62.55%-51.4pp | 40.90%-29.7pp |
| Employer contribution / active EE | $32,040 | $3,561+799.7% | $4,693+582.7% | $2,631+1117.8% |
| Participant deferral / active EE | $21,217 | $6,636+219.7% | $7,997+165.3% | $4,212+403.8% |
| Admin fee / account holder | $68,903 | $8,568+704.2% | $13,435+412.9% | $7,344+838.2% |