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 | $301,796 | $65,365+361.7% | $92,893+224.9% | $72,985+313.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 14.47% | 42.10%-27.6pp | 109.41%-94.9pp | 81.00%-66.5pp |
| Employer contribution / active EE | $14,252 | $2,594+449.4% | $3,653+290.2% | $2,440+484.1% |
| Participant deferral / active EE | $11,728 | $3,128+274.9% | $4,236+176.9% | $3,607+225.1% |
| Admin fee / account holder | $35,956 | $4,251+745.7% | $5,794+520.6% | $5,124+601.7% |