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 | $452,117 | $109,881+311.5% | $150,045+201.3% | $84,808+433.1% |
| Participation rate | 96.7% | 76.1%+20.6pp | 82.3%+14.3pp | 68.3%+28.4pp |
| Annual return | 10.93% | 28.25%-17.3pp | 62.55%-51.6pp | 40.90%-30.0pp |
| Employer contribution / active EE | $7,930 | $3,561+122.7% | $4,693+69.0% | $2,631+201.4% |
| Participant deferral / active EE | $10,795 | $6,636+62.7% | $7,997+35.0% | $4,212+156.3% |
| Admin fee / account holder | $97,983 | $8,568+1043.6% | $13,435+629.3% | $7,344+1234.2% |