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 | $367,492 | $89,355+311.3% | $141,162+160.3% | $72,985+403.5% |
| Participation rate | 83.6% | 75.1%+8.5pp | 82.5%+1.1pp | 69.5%+14.1pp |
| Annual return | 8.68% | 111.85%-103.2pp | 71.39%-62.7pp | 81.00%-72.3pp |
| Employer contribution / active EE | $18,552 | $3,114+495.7% | $4,735+291.8% | $2,440+660.4% |
| Participant deferral / active EE | $14,651 | $5,418+170.4% | $6,709+118.4% | $3,607+306.1% |
| Admin fee / account holder | $8,126 | $5,958+36.4% | $10,261-20.8% | $5,124+58.6% |