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 | $386,006 | $98,750+290.9% | $149,696+157.9% | $79,858+383.4% |
| Participation rate | 96.9% | 75.8%+21.2pp | 82.5%+14.4pp | 69.6%+27.3pp |
| Annual return | 8.72% | 27.43%-18.7pp | 276.60%-267.9pp | 31.71%-23.0pp |
| Employer contribution / active EE | $26,693 | $3,216+729.9% | $4,644+474.7% | $2,471+980.3% |
| Participant deferral / active EE | $18,859 | $5,680+232.0% | $6,842+175.7% | $3,740+404.3% |
| Admin fee / account holder | $6,913 | $6,053+14.2% | $9,309-25.7% | $5,306+30.3% |