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 | $407,179 | $109,881+270.6% | $150,045+171.4% | $84,808+380.1% |
| Participation rate | 95.7% | 76.1%+19.6pp | 82.3%+13.4pp | 68.3%+27.4pp |
| Annual return | 2.26% | 28.25%-26.0pp | 62.55%-60.3pp | 40.90%-38.6pp |
| Employer contribution / active EE | $8,645 | $3,561+142.8% | $4,693+84.2% | $2,631+228.6% |
| Participant deferral / active EE | $21,369 | $6,636+222.0% | $7,997+167.2% | $4,212+407.4% |
| Admin fee / account holder | $15,837 | $8,568+84.8% | $13,435+17.9% | $7,344+115.6% |