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 | $298,868 | $93,571+219.4% | $135,903+119.9% | $75,163+297.6% |
| Participation rate | 94.7% | 75.2%+19.6pp | 81.9%+12.8pp | 67.2%+27.5pp |
| Annual return | 13.29% | 30.90%-17.6pp | 68.23%-54.9pp | 160.62%-147.3pp |
| Employer contribution / active EE | $6,670 | $3,537+88.6% | $4,856+37.4% | $2,670+149.8% |
| Participant deferral / active EE | $7,991 | $6,404+24.8% | $7,758+3.0% | $4,125+93.7% |
| Admin fee / account holder | $37,531 | $6,975+438.0% | $10,762+248.7% | $5,651+564.2% |