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 | $424,773 | $109,881+286.6% | $150,045+183.1% | $84,808+400.9% |
| Participation rate | 87.0% | 76.1%+10.9pp | 82.3%+4.6pp | 68.3%+18.6pp |
| Annual return | 14.03% | 28.25%-14.2pp | 62.55%-48.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $9,456 | $3,561+165.5% | $4,693+101.5% | $2,631+259.4% |
| Participant deferral / active EE | $14,297 | $6,636+115.4% | $7,997+78.8% | $4,212+239.5% |
| Admin fee / account holder | $60,417 | $8,568+605.1% | $13,435+349.7% | $7,344+722.7% |