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 | $376,503 | $78,705+378.4% | $117,854+219.5% | $70,131+436.9% |
| Participation rate | 95.0% | 73.2%+21.8pp | 79.7%+15.3pp | 69.5%+25.5pp |
| Annual return | 10.79% | 23.30%-12.5pp | 335.08%-324.3pp | 73.14%-62.3pp |
| Employer contribution / active EE | $6,451 | $2,223+190.1% | $3,786+70.4% | $2,342+175.4% |
| Participant deferral / active EE | $10,565 | $3,297+220.4% | $4,482+135.7% | $3,332+217.1% |
| Admin fee / account holder | $48,544 | $5,065+858.3% | $8,020+505.3% | $4,645+945.0% |