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 7-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 | $855,515 | $109,359+682.3% | $162,163+427.6% | $72,985+1072.2% |
| Participation rate | 93.0% | 84.3%+8.7pp | 87.6%+5.4pp | 69.5%+23.5pp |
| Annual return | 15.88% | 25.46%-9.6pp | 115.59%-99.7pp | 81.00%-65.1pp |
| Employer contribution / active EE | $13,742 | $3,907+251.7% | $5,614+144.8% | $2,440+463.2% |
| Participant deferral / active EE | $14,836 | $5,481+170.7% | $7,298+103.3% | $3,607+311.3% |
| Admin fee / account holder | $20,691 | $7,972+159.6% | $10,843+90.8% | $5,124+303.8% |