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 | $279,516 | $109,881+154.4% | $150,045+86.3% | $84,808+229.6% |
| Participation rate | 84.7% | 76.1%+8.7pp | 82.3%+2.4pp | 68.3%+16.4pp |
| Annual return | 13.93% | 28.25%-14.3pp | 62.55%-48.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $6,234 | $3,561+75.0% | $4,693+32.8% | $2,631+136.9% |
| Participant deferral / active EE | $9,096 | $6,636+37.1% | $7,997+13.7% | $4,212+116.0% |
| Admin fee / account holder | $22,730 | $8,568+165.3% | $13,435+69.2% | $7,344+209.5% |