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 | $275,489 | $74,888+267.9% | $71,209+286.9% | $142,382+93.5% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 11.04% | 345.14%-334.1pp | 282.51%-271.5pp | 217.08%-206.0pp |
| Employer contribution / active EE | $4,083 | $2,854+43.1% | $2,721+50.1% | $4,299-5.0% |
| Participant deferral / active EE | $9,456 | $4,454+112.3% | $4,175+126.5% | $6,507+45.3% |
| Admin fee / account holder | $9,241 | $5,568+66.0% | $5,349+72.8% | $12,624-26.8% |