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 | $395,347 | $70,669+459.4% | $169,368+133.4% | $75,163+426.0% |
| Participation rate | 85.2% | 64.8%+20.4pp | 77.1%+8.0pp | 67.2%+18.0pp |
| Annual return | 12.57% | 36.36%-23.8pp | 405.60%-393.0pp | 160.62%-148.1pp |
| Employer contribution / active EE | $7,313 | $2,211+230.8% | $4,013+82.3% | $2,670+173.9% |
| Participant deferral / active EE | $11,332 | $4,311+162.9% | $6,221+82.1% | $4,125+174.7% |
| Admin fee / account holder | $7,000 | $5,402+29.6% | $9,003-22.2% | $5,651+23.9% |