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 | $262,459 | $89,355+193.7% | $141,162+85.9% | $72,985+259.6% |
| Participation rate | 77.8% | 75.1%+2.7pp | 82.5%-4.7pp | 69.5%+8.3pp |
| Annual return | 14.89% | 111.85%-97.0pp | 71.39%-56.5pp | 81.00%-66.1pp |
| Employer contribution / active EE | $6,016 | $3,114+93.2% | $4,735+27.1% | $2,440+146.6% |
| Participant deferral / active EE | $9,140 | $5,418+68.7% | $6,709+36.2% | $3,607+153.4% |
| Admin fee / account holder | $6,891 | $5,958+15.7% | $10,261-32.8% | $5,124+34.5% |