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 | $283,756 | $91,190+211.2% | $178,490+59.0% | $79,858+255.3% |
| Participation rate | 97.7% | 69.2%+28.5pp | 81.9%+15.8pp | 69.6%+28.0pp |
| Annual return | 8.92% | 24.19%-15.3pp | 151.07%-142.1pp | 31.71%-22.8pp |
| Employer contribution / active EE | $10,071 | $3,256+209.3% | $5,011+101.0% | $2,471+307.6% |
| Participant deferral / active EE | $6,660 | $3,236+105.8% | $5,202+28.0% | $3,740+78.1% |
| Admin fee / account holder | $51,868 | $6,751+668.3% | $13,984+270.9% | $5,306+877.5% |