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 | $311,678 | $94,338+230.4% | $100,534+210.0% | $142,382+118.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 10.47% | 29.20%-18.7pp | 32.66%-22.2pp | 217.08%-206.6pp |
| Employer contribution / active EE | $13,762 | $4,237+224.8% | $4,346+216.6% | $4,299+220.1% |
| Participant deferral / active EE | $7,908 | $5,934+33.3% | $6,144+28.7% | $6,507+21.5% |
| Admin fee / account holder | $38,185 | $8,421+353.4% | $7,654+398.9% | $12,624+202.5% |