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 | $263,712 | $109,881+140.0% | $150,045+75.8% | $84,808+211.0% |
| Participation rate | 95.2% | 76.1%+19.1pp | 82.3%+12.8pp | 68.3%+26.9pp |
| Annual return | 13.76% | 28.25%-14.5pp | 62.55%-48.8pp | 40.90%-27.1pp |
| Employer contribution / active EE | $10,654 | $3,561+199.2% | $4,693+127.0% | $2,631+304.9% |
| Participant deferral / active EE | $11,991 | $6,636+80.7% | $7,997+49.9% | $4,212+184.7% |
| Admin fee / account holder | $21,390 | $8,568+149.7% | $13,435+59.2% | $7,344+191.3% |