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 | $447,966 | $80,673+455.3% | $101,326+342.1% | $84,808+428.2% |
| Participation rate | 96.6% | 77.8%+18.8pp | 81.5%+15.1pp | 68.3%+28.3pp |
| Annual return | 13.84% | 38.95%-25.1pp | 36.82%-23.0pp | 40.90%-27.1pp |
| Employer contribution / active EE | $7,118 | $2,698+163.8% | $3,665+94.2% | $2,631+170.5% |
| Participant deferral / active EE | $8,973 | $6,840+31.2% | $7,994+12.3% | $4,212+113.1% |
| Admin fee / account holder | $16,537 | $12,784+29.4% | $11,185+47.8% | $7,344+125.2% |