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 | $325,821 | $102,317+218.4% | $146,958+121.7% | $80,856+303.0% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.2%+3.6pp | 67.6%+18.1pp |
| Annual return | 11.02% | 134.76%-123.7pp | 418.34%-407.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $6,107 | $3,713+64.5% | $4,933+23.8% | $2,755+121.7% |
| Participant deferral / active EE | $15,121 | $6,644+127.6% | $8,070+87.4% | $4,296+252.0% |
| Admin fee / account holder | $11,732 | $7,941+47.7% | $12,998-9.7% | $6,918+69.6% |