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 | $303,928 | $98,750+207.8% | $149,696+103.0% | $79,858+280.6% |
| Participation rate | 79.4% | 75.8%+3.6pp | 82.5%-3.1pp | 69.6%+9.8pp |
| Annual return | 10.28% | 27.43%-17.1pp | 276.60%-266.3pp | 31.71%-21.4pp |
| Employer contribution / active EE | $3,658 | $3,216+13.7% | $4,644-21.2% | $2,471+48.0% |
| Participant deferral / active EE | $12,712 | $5,680+123.8% | $6,842+85.8% | $3,740+239.9% |
| Admin fee / account holder | $6,585 | $6,053+8.8% | $9,309-29.3% | $5,306+24.1% |