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 | $391,631 | $148,978+162.9% | $200,582+95.2% | $84,808+361.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 11.40% | 28.16%-16.8pp | 42.33%-30.9pp | 40.90%-29.5pp |
| Employer contribution / active EE | $5,199 | $4,815+8.0% | $6,419-19.0% | $2,631+97.6% |
| Participant deferral / active EE | $16,679 | $7,142+133.5% | $9,331+78.7% | $4,212+296.0% |
| Admin fee / account holder | $111,289 | $13,977+696.2% | $16,305+582.6% | $7,344+1415.4% |