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 | $373,480 | $93,571+299.1% | $135,903+174.8% | $75,163+396.9% |
| Participation rate | 94.3% | 75.2%+19.2pp | 81.9%+12.4pp | 67.2%+27.1pp |
| Annual return | 13.98% | 30.90%-16.9pp | 68.23%-54.2pp | 160.62%-146.6pp |
| Employer contribution / active EE | $7,520 | $3,537+112.6% | $4,856+54.9% | $2,670+181.7% |
| Participant deferral / active EE | $12,146 | $6,404+89.7% | $7,758+56.6% | $4,125+194.5% |
| Admin fee / account holder | $19,771 | $6,975+183.4% | $10,762+83.7% | $5,651+249.9% |