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 | $256,604 | $89,355+187.2% | $141,162+81.8% | $72,985+251.6% |
| Participation rate | 98.8% | 75.1%+23.6pp | 82.5%+16.3pp | 69.5%+29.3pp |
| Annual return | 7.67% | 111.85%-104.2pp | 71.39%-63.7pp | 81.00%-73.3pp |
| Employer contribution / active EE | $7,506 | $3,114+141.0% | $4,735+58.5% | $2,440+207.7% |
| Participant deferral / active EE | $9,336 | $5,418+72.3% | $6,709+39.2% | $3,607+158.8% |
| Admin fee / account holder | $8,401 | $5,958+41.0% | $10,261-18.1% | $5,124+63.9% |