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 | $360,141 | $103,966+246.4% | $112,887+219.0% | $75,163+379.1% |
| Participation rate | 78.6% | 75.7%+2.9pp | 80.5%-1.9pp | 67.2%+11.4pp |
| Annual return | 11.77% | 24.54%-12.8pp | 34.10%-22.3pp | 160.62%-148.8pp |
| Employer contribution / active EE | $6,038 | $3,870+56.0% | $4,563+32.3% | $2,670+126.2% |
| Participant deferral / active EE | $8,743 | $5,456+60.2% | $6,513+34.2% | $4,125+111.9% |
| Admin fee / account holder | $41,822 | $7,663+445.7% | $7,047+493.5% | $5,651+640.1% |